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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 | $507,539 | $67,823+648.3% | $52,425+868.1% | $137,256+269.8% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | -4.91% | 219.11%-224.0pp | 302.12%-307.0pp | 220.34%-225.2pp |
| Employer contribution / active EE | $12,386 | $1,163+965.0% | $914+1254.8% | $4,156+198.0% |
| Participant deferral / active EE | $11,583 | $2,288+406.3% | $1,790+547.0% | $6,407+80.8% |
| Admin fee / account holder | $7,976 | $2,844+180.4% | $2,495+219.7% | $12,270-35.0% |