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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 | $390,264 | $77,638+402.7% | $156,551+149.3% | $62,881+520.6% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | -0.55% | 50.33%-50.9pp | 32.23%-32.8pp | 20.14%-20.7pp |
| Employer contribution / active EE | $16,808 | $3,444+388.1% | $5,501+205.5% | $2,281+636.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,749 | $5,561-68.6% | $13,028-86.6% | $4,296-59.3% |