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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 | $1,019,856 | $39,036+2512.6% | $80,784+1162.4% | $85,851+1087.9% |
| Participation rate | 2.7% | 41.6%-38.9pp | 54.2%-51.5pp | 69.3%-66.7pp |
| Annual return | 10.41% | 26.31%-15.9pp | 87.31%-76.9pp | 318.63%-308.2pp |
| Employer contribution / active EE | $164 | $722-77.3% | $1,160-85.8% | $2,565-93.6% |
| Participant deferral / active EE | $693 | $1,326-47.7% | $2,145-67.7% | $3,952-82.5% |
| Admin fee / account holder | $31,052 | $2,429+1178.5% | $3,380+818.6% | $6,261+396.0% |