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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 | $281,407 | $106,247+164.9% | $96,515+191.6% | $139,466+101.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 3.14% | 38.47%-35.3pp | 35.73%-32.6pp | 373.66%-370.5pp |
| Employer contribution / active EE | $2,290 | $4,106-44.2% | $3,740-38.8% | $4,754-51.8% |
| Participant deferral / active EE | $11,250 | $5,456+106.2% | $4,880+130.5% | $6,712+67.6% |
| Admin fee / account holder | $292,798 | $7,885+3613.3% | $6,735+4247.1% | $11,409+2466.4% |