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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 | $505,120 | $87,546+477.0% | $75,784+566.5% | $125,389+302.8% |
| Participation rate | 22.2% | 80.2%-58.0pp | 75.8%-53.6pp | 83.2%-61.0pp |
| Annual return | -4.92% | 13.49%-18.4pp | 9.68%-14.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,092 | $3,930-72.2% | $3,323-67.1% | $4,866-77.6% |
| Participant deferral / active EE | $4,000 | $4,230-5.4% | $3,652+9.5% | $5,352-25.3% |
| Admin fee / account holder | $2,503 | $6,503-61.5% | $5,300-52.8% | $9,541-73.8% |