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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 | $102,595+1400.2% | $94,057+1536.4% | $154,746+894.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | -4.84% | 583.42%-588.3pp | 480.62%-485.5pp | 172.34%-177.2pp |
| Employer contribution / active EE | $3,047 | $3,147-3.2% | $2,933+3.9% | $4,379-30.4% |
| Participant deferral / active EE | $3,809 | $5,118-25.6% | $4,709-19.1% | $6,730-43.4% |
| Admin fee / account holder | $1,840 | $7,736-76.2% | $7,244-74.6% | $14,365-87.2% |