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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 | $726,279 | $111,878+549.2% | $93,727+674.9% | $145,897+397.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | -3.46% | 204.28%-207.7pp | 133.83%-137.3pp | 552.29%-555.8pp |
| Employer contribution / active EE | $20,993 | $3,092+578.9% | $2,421+767.0% | $4,663+350.2% |
| Participant deferral / active EE | $10,167 | $4,920+106.6% | $4,417+130.2% | $6,689+52.0% |
| Admin fee / account holder | $3,921 | $10,256-61.8% | $8,292-52.7% | $13,390-70.7% |