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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 | $683,343 | $107,941+533.1% | $91,994+642.8% | $152,897+346.9% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.5%-57.5pp |
| Annual return | 1.55% | 89.28%-87.7pp | 69.04%-67.5pp | 345.43%-343.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,547 | $10,521-18.8% | $7,744+10.4% | $11,599-26.3% |