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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 | $419,943 | $48,050+774.0% | $85,969+388.5% | $59,633+604.2% |
| Participation rate | 3.8% | 64.5%-60.6pp | 76.5%-72.7pp | 68.7%-64.8pp |
| Annual return | -3.90% | 0.29%-4.2pp | 9.32%-13.2pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $6,083 | $1,640+271.0% | $3,474+75.1% | $2,203+176.2% |
| Participant deferral / active EE | $2,587 | $2,249+15.0% | $3,829-32.4% | $3,192-19.0% |
| Admin fee / account holder | $1,239 | $3,206-61.4% | $6,053-79.5% | $4,297-71.2% |