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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 | $487,405 | $150,412+224.0% | $120,574+304.2% | $145,884+234.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 8.36% | 154.50%-146.1pp | 107.42%-99.1pp | 551.85%-543.5pp |
| Employer contribution / active EE | $2,000 | $4,355-54.1% | $3,471-42.4% | $4,662-57.1% |
| Participant deferral / active EE | $7,667 | $6,175+24.2% | $4,996+53.5% | $6,690+14.6% |
| Admin fee / account holder | $193,164 | $12,224+1480.3% | $9,445+1945.2% | $13,392+1342.4% |