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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 | $595,715 | $118,488+402.8% | $98,462+505.0% | $139,487+327.1% |
| Participation rate | 25.0% | 77.5%-52.5pp | 75.2%-50.2pp | 80.3%-55.3pp |
| Annual return | -7.35% | 18.96%-26.3pp | 21.17%-28.5pp | 373.84%-381.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,875 | $5,393-65.2% | $4,738-60.4% | $6,713-72.1% |
| Admin fee / account holder | $2,226 | $13,868-83.9% | $8,875-74.9% | $11,407-80.5% |