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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 | $413,488 | $106,923+286.7% | $84,023+392.1% | $152,909+170.4% |
| Participation rate | 40.0% | 75.3%-35.3pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | -2.19% | 105.02%-107.2pp | 71.32%-73.5pp | 345.46%-347.7pp |
| Employer contribution / active EE | $1,699 | $2,735-37.9% | $1,984-14.4% | $4,764-64.3% |
| Participant deferral / active EE | $4,999 | $4,013+24.6% | $3,239+54.3% | $5,851-14.6% |
| Admin fee / account holder | $7,725 | $8,289-6.8% | $6,102+26.6% | $11,601-33.4% |