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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 | $388,143 | $65,027+496.9% | $90,970+326.7% | $79,852+386.1% |
| Participation rate | 6.1% | 61.6%-55.5pp | 69.0%-63.0pp | 69.6%-63.6pp |
| Annual return | 1.09% | 30.45%-29.4pp | 134.58%-133.5pp | 31.72%-30.6pp |
| Employer contribution / active EE | $4,895 | $1,247+292.5% | $2,122+130.6% | $2,471+98.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $41,069 | $4,535+805.5% | $5,960+589.0% | $5,306+674.0% |