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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,539,164 | $72,071+2035.6% | $68,368+2151.3% | $137,256+1021.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | -4.84% | 353.14%-358.0pp | 292.57%-297.4pp | 220.34%-225.2pp |
| Employer contribution / active EE | $3,047 | $2,788+9.3% | $2,649+15.0% | $4,156-26.7% |
| Participant deferral / active EE | $3,809 | $4,410-13.6% | $4,123-7.6% | $6,407-40.5% |
| Admin fee / account holder | $1,840 | $5,336-65.5% | $5,150-64.3% | $12,270-85.0% |