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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 | $535,607 | $154,193+247.4% | $130,045+311.9% | $139,466+284.0% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 6.25% | 32.51%-26.3pp | -137.30%+143.6pp | 373.66%-367.4pp |
| Employer contribution / active EE | $23,861 | $5,292+350.9% | $4,321+452.2% | $4,754+401.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $30,068 | $13,989+114.9% | $10,600+183.7% | $11,409+163.6% |