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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 | $576,643 | $102,385+463.2% | $147,080+292.1% | $80,935+612.5% |
| Participation rate | 11.4% | 75.9%-64.4pp | 82.2%-70.8pp | 67.7%-56.2pp |
| Annual return | 4.23% | 135.09%-130.9pp | 420.17%-415.9pp | 35.66%-31.4pp |
| Employer contribution / active EE | $35,726 | $3,717+861.2% | $4,933+624.2% | $2,757+1196.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,046 | $7,951+127.0% | $12,989+38.9% | $6,924+160.6% |