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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 | $331,310 | $88,815+273.0% | $81,882+304.6% | $145,897+127.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.05% | 1033.75%-1026.7pp | 779.47%-772.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,062 | $3,086-65.6% | $2,916-63.6% | $4,663-77.2% |
| Participant deferral / active EE | $15,393 | $4,647+231.2% | $4,323+256.1% | $6,689+130.1% |
| Admin fee / account holder | $1,278 | $8,434-84.9% | $7,360-82.6% | $13,390-90.5% |