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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 | $409,608 | $227,566+80.0% | $189,558+116.1% | $167,518+144.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.5%-28.5pp | 82.1%-32.1pp |
| Annual return | 1.05% | 78.43%-77.4pp | 64.19%-63.1pp | 478.71%-477.7pp |
| Employer contribution / active EE | $1,950 | $5,316-63.3% | $4,412-55.8% | $4,838-59.7% |
| Participant deferral / active EE | $6,688 | $7,002-4.5% | $6,174+8.3% | $6,342+5.4% |
| Admin fee / account holder | $2,945 | $11,881-75.2% | $9,809-70.0% | $12,312-76.1% |