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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 | $398,162 | $115,810+243.8% | $101,271+293.2% | $158,966+150.5% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 7.22% | 56.15%-48.9pp | 46.48%-39.3pp | 302.95%-295.7pp |
| Employer contribution / active EE | $886 | $4,175-78.8% | $3,660-75.8% | $4,762-81.4% |
| Participant deferral / active EE | $5,200 | $4,958+4.9% | $4,371+19.0% | $5,983-13.1% |
| Admin fee / account holder | $34,888 | $7,248+381.3% | $5,948+486.6% | $11,250+210.1% |