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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 | $331,061 | $105,200+214.7% | $159,474+107.6% | $85,847+285.6% |
| Participation rate | 62.2% | 75.8%-13.6pp | 82.8%-20.7pp | 69.3%-7.2pp |
| Annual return | 12.23% | 45.08%-32.9pp | 263.68%-251.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,685 | $5,946+12.4% | $7,353-9.1% | $3,952+69.2% |
| Admin fee / account holder | $20,965 | $6,934+202.3% | $10,802+94.1% | $6,261+234.9% |