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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 | $674,148 | $129,959+418.7% | $104,301+546.3% | $134,532+401.1% |
| Participation rate | 53.3% | 79.5%-26.2pp | 73.3%-19.9pp | 81.2%-27.9pp |
| Annual return | -23.18% | 42.04%-65.2pp | 24.61%-47.8pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,993 | $4,185-28.5% | $3,373-11.3% | $4,741-36.9% |
| Participant deferral / active EE | $4,002 | $5,589-28.4% | $4,626-13.5% | $6,401-37.5% |
| Admin fee / account holder | $1,175 | $9,325-87.4% | $7,340-84.0% | $11,429-89.7% |