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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 | $780,966 | $102,422+662.5% | $147,117+430.8% | $80,959+864.6% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.7%-23.7pp |
| Annual return | 10.56% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,323 | $3,717-64.4% | $4,932-73.2% | $2,757-52.0% |
| Participant deferral / active EE | $7,165 | $6,652+7.7% | $8,065-11.2% | $4,300+66.6% |
| Admin fee / account holder | $128,106 | $7,953+1510.7% | $12,993+886.0% | $6,925+1749.8% |