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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 | $312,471 | $154,209+102.6% | $130,062+140.2% | $139,487+124.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 9.27% | 32.52%-23.2pp | -137.37%+146.6pp | 373.84%-364.6pp |
| Employer contribution / active EE | $3,750 | $5,292-29.1% | $4,322-13.2% | $4,755-21.1% |
| Participant deferral / active EE | $7,473 | $6,709+11.4% | $5,821+28.4% | $6,713+11.3% |
| Admin fee / account holder | $42,221 | $13,988+201.8% | $10,601+298.3% | $11,407+270.1% |