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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 | $640,555 | $123,793+417.4% | $177,840+260.2% | $79,852+702.2% |
| Participation rate | 10.8% | 84.7%-73.8pp | 87.7%-76.9pp | 69.6%-58.8pp |
| Annual return | -4.81% | 22.82%-27.6pp | 48.32%-53.1pp | 31.72%-36.5pp |
| Employer contribution / active EE | $2,703 | $4,095-34.0% | $5,919-54.3% | $2,471+9.4% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $39,218 | $7,243+441.5% | $12,431+215.5% | $5,306+639.1% |