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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 | $289,982 | $154,193+88.1% | $130,045+123.0% | $139,466+107.9% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 7.52% | 32.51%-25.0pp | -137.30%+144.8pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,275 | $5,292-75.9% | $4,321-70.5% | $4,754-73.2% |
| Participant deferral / active EE | $4,015 | $6,709-40.2% | $5,820-31.0% | $6,712-40.2% |
| Admin fee / account holder | $68,839 | $13,989+392.1% | $10,600+549.4% | $11,409+503.4% |