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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 | $548,995 | $167,362+228.0% | $143,799+281.8% | $134,532+308.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.44% | 0.47%-22.9pp | -0.04%-22.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $26,465 | $5,620+370.9% | $4,952+434.4% | $4,741+458.2% |
| Participant deferral / active EE | $24,583 | $6,447+281.3% | $5,638+336.0% | $6,401+284.1% |
| Admin fee / account holder | $8,403 | $18,094-53.6% | $14,677-42.7% | $11,429-26.5% |