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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 | $438,713 | $101,618+331.7% | $93,063+371.4% | $137,256+219.6% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | -3.98% | 223.95%-227.9pp | 34.15%-38.1pp | 220.34%-224.3pp |
| Employer contribution / active EE | $1,141 | $2,707-57.9% | $2,476-53.9% | $4,156-72.6% |
| Participant deferral / active EE | $1,241 | $4,279-71.0% | $3,958-68.6% | $6,407-80.6% |
| Admin fee / account holder | $1,359 | $6,198-78.1% | $6,033-77.5% | $12,270-88.9% |