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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 | $2,556,336 | $167,533+1425.9% | $151,645+1585.7% | $134,545+1800.0% |
| Participation rate | 18.2% | 88.4%-70.2pp | 87.5%-69.3pp | 81.2%-63.1pp |
| Annual return | -23.83% | 7.81%-31.6pp | 3.34%-27.2pp | 418.37%-442.2pp |
| Employer contribution / active EE | $22,809 | $6,828+234.0% | $6,165+270.0% | $4,742+381.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $221,737 | $13,781+1509.1% | $11,614+1809.3% | $11,431+1839.8% |