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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 | $276,975 | $88,815+211.9% | $81,882+238.3% | $145,897+89.8% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 5.70% | 1033.75%-1028.0pp | 779.47%-773.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $942 | $3,086-69.5% | $2,916-67.7% | $4,663-79.8% |
| Participant deferral / active EE | $5,889 | $4,647+26.7% | $4,323+36.2% | $6,689-12.0% |
| Admin fee / account holder | $4,707 | $8,434-44.2% | $7,360-36.0% | $13,390-64.9% |