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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 | $446,218 | $57,140+680.9% | $85,240+423.5% | $80,959+451.2% |
| Participation rate | 8.5% | 56.4%-47.9pp | 67.5%-59.1pp | 67.7%-59.2pp |
| Annual return | -4.28% | 21.71%-26.0pp | 66.75%-71.0pp | 35.67%-39.9pp |
| Employer contribution / active EE | $1,762 | $1,802-2.2% | $2,735-35.6% | $2,757-36.1% |
| Participant deferral / active EE | $1,233 | $3,115-60.4% | $4,527-72.8% | $4,300-71.3% |
| Admin fee / account holder | $2,774 | $4,992-44.4% | $6,165-55.0% | $6,925-59.9% |