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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 | $386,984 | $125,778+207.7% | $114,563+237.8% | $154,746+150.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 6.71% | 295.14%-288.4pp | 241.09%-234.4pp | 172.34%-165.6pp |
| Employer contribution / active EE | $19,072 | $2,806+579.7% | $2,592+635.8% | $4,379+335.5% |
| Participant deferral / active EE | $17,375 | $4,445+290.9% | $4,142+319.5% | $6,730+158.2% |
| Admin fee / account holder | $6,000 | $8,190-26.7% | $7,623-21.3% | $14,365-58.2% |