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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 | $523,974 | $209,422+150.2% | $178,503+193.5% | $158,982+229.6% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | -4.53% | 188.81%-193.3pp | 151.12%-155.6pp | 302.99%-307.5pp |
| Employer contribution / active EE | $2,049 | $5,707-64.1% | $5,011-59.1% | $4,763-57.0% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $47,847 | $17,079+180.2% | $13,987+242.1% | $11,252+325.2% |