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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 | $317,307 | $153,769+106.4% | $133,975+136.8% | $273,972+15.8% |
| Participation rate | 58.8% | 88.4%-29.5pp | 87.1%-28.2pp | 83.0%-24.2pp |
| Annual return | 0.49% | 36.51%-36.0pp | 29.29%-28.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,273 | $6,958-24.2% | $6,282-16.1% | $5,287-0.3% |
| Admin fee / account holder | $1,350 | $11,765-88.5% | $9,324-85.5% | $10,133-86.7% |