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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 | $2,852,760 | $215,361+1224.6% | $171,082+1567.5% | $273,972+941.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | -4.77% | 25.14%-29.9pp | 32.56%-37.3pp | 41.46%-46.2pp |
| Employer contribution / active EE | $401 | $4,967-91.9% | $4,002-90.0% | $4,869-91.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $57,969 | $10,846+434.5% | $8,520+580.4% | $10,133+472.1% |