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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 | $365,763 | $58,258+527.8% | $81,820+347.0% | $80,925+352.0% |
| Participation rate | 16.1% | 63.5%-47.3pp | 72.4%-56.3pp | 67.7%-51.5pp |
| Annual return | 10.17% | 41.76%-31.6pp | 777.93%-767.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $755 | $2,345-67.8% | $2,915-74.1% | $2,756-72.6% |
| Participant deferral / active EE | $2,143 | $3,284-34.7% | $4,323-50.4% | $4,299-50.1% |
| Admin fee / account holder | $27,560 | $4,976+453.8% | $7,391+272.9% | $6,940+297.1% |