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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 | $1,400,900 | $67,823+1965.5% | $52,425+2572.2% | $137,256+920.6% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | -2.51% | 219.11%-221.6pp | 302.12%-304.6pp | 220.34%-222.8pp |
| Employer contribution / active EE | $250 | $1,163-78.5% | $914-72.7% | $4,156-94.0% |
| Participant deferral / active EE | $250 | $2,288-89.1% | $1,790-86.0% | $6,407-96.1% |
| Admin fee / account holder | $620 | $2,844-78.2% | $2,495-75.2% | $12,270-95.0% |