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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 | $369,870 | $181,896+103.3% | $156,551+136.3% | $273,972+35.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 0.42% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $2,379 | $6,248-61.9% | $5,501-56.7% | $4,869-51.1% |
| Participant deferral / active EE | $9,490 | $5,550+71.0% | $4,871+94.8% | $5,287+79.5% |
| Admin fee / account holder | $243,237 | $15,560+1463.2% | $13,028+1767.0% | $10,133+2300.5% |