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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 | $408,421 | $73,421+456.3% | $66,439+514.7% | $155,188+163.2% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 4.82% | 1382.37%-1377.6pp | 757.66%-752.8pp | 148.84%-144.0pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,996 | $4,680+92.2% | $3,876+132.1% | $6,531+37.7% |
| Admin fee / account holder | $2,250 | $8,856-74.6% | $6,173-63.6% | $14,480-84.5% |