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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 | $749,464 | $112,729+564.8% | $98,716+659.2% | $137,256+446.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | -2.14% | 38.48%-40.6pp | 31.81%-34.0pp | 220.34%-222.5pp |
| Employer contribution / active EE | $15,664 | $2,725+474.8% | $2,279+587.5% | $4,156+276.9% |
| Participant deferral / active EE | $10,167 | $4,640+119.1% | $4,048+151.2% | $6,407+58.7% |
| Admin fee / account holder | $4,830 | $10,129-52.3% | $8,703-44.5% | $12,270-60.6% |