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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 | $1,603,099 | $88,815+1705.0% | $81,882+1857.8% | $145,897+998.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -5.82% | 1033.75%-1039.6pp | 779.47%-785.3pp | 552.29%-558.1pp |
| Employer contribution / active EE | $3,026 | $3,086-2.0% | $2,916+3.8% | $4,663-35.1% |
| Participant deferral / active EE | $3,782 | $4,647-18.6% | $4,323-12.5% | $6,689-43.5% |
| Admin fee / account holder | $1,611 | $8,434-80.9% | $7,360-78.1% | $13,390-88.0% |