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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 | $88,778+1705.7% | $81,844+1858.7% | $145,884+998.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -5.82% | 1033.03%-1038.9pp | 778.87%-784.7pp | 551.85%-557.7pp |
| Employer contribution / active EE | $3,026 | $3,087-2.0% | $2,916+3.7% | $4,662-35.1% |
| Participant deferral / active EE | $3,782 | $4,648-18.6% | $4,323-12.5% | $6,690-43.5% |
| Admin fee / account holder | $1,611 | $8,430-80.9% | $7,355-78.1% | $13,392-88.0% |