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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 | $400,112 | $96,630+314.1% | $86,605+362.0% | $139,427+187.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 0.57% | 106.48%-105.9pp | 591.39%-590.8pp | 373.27%-372.7pp |
| Employer contribution / active EE | $1,103 | $3,264-66.2% | $3,023-63.5% | $4,752-76.8% |
| Participant deferral / active EE | $1,921 | $4,836-60.3% | $4,438-56.7% | $6,711-71.4% |
| Admin fee / account holder | $746 | $6,405-88.4% | $5,611-86.7% | $11,404-93.5% |