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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 | $126,113+247.9% | $116,096+277.9% | $155,188+182.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 73.3%-48.3pp | 80.8%-55.8pp |
| Annual return | -3.98% | 391.72%-395.7pp | 326.25%-330.2pp | 148.84%-152.8pp |
| Employer contribution / active EE | $1,141 | $2,672-57.3% | $2,503-54.4% | $4,248-73.2% |
| Participant deferral / active EE | $1,241 | $4,162-70.2% | $3,952-68.6% | $6,531-81.0% |
| Admin fee / account holder | $1,359 | $8,045-83.1% | $7,704-82.4% | $14,480-90.6% |