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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 | $425,684 | $134,001+217.7% | $112,258+279.2% | $134,509+216.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -36.13% | 47.15%-83.3pp | 27.47%-63.6pp | 418.13%-454.3pp |
| Employer contribution / active EE | $1,165 | $4,039-71.2% | $3,636-68.0% | $4,741-75.4% |
| Participant deferral / active EE | $6,625 | $5,291+25.2% | $4,728+40.1% | $6,400+3.5% |
| Admin fee / account holder | $23,440 | $7,491+212.9% | $6,411+265.6% | $11,427+105.1% |