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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 | $285,684 | $110,410+158.7% | $102,437+178.9% | $145,897+95.8% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 8.19% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.1pp |
| Employer contribution / active EE | $940 | $4,217-77.7% | $3,871-75.7% | $4,663-79.8% |
| Participant deferral / active EE | $4,346 | $5,622-22.7% | $5,060-14.1% | $6,689-35.0% |
| Admin fee / account holder | $119,776 | $9,745+1129.1% | $8,388+1327.9% | $13,390+794.5% |