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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 | $339,335 | $176,077+92.7% | $159,455+112.8% | $167,518+102.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.01% | 331.83%-323.8pp | 263.63%-255.6pp | 478.71%-470.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,585 | $7,751-66.6% | $7,353-64.8% | $6,342-59.2% |
| Admin fee / account holder | $2,258 | $12,556-82.0% | $10,800-79.1% | $12,312-81.7% |