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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 | $58,311+527.3% | $81,882+346.7% | $80,959+351.8% |
| Participation rate | 16.1% | 63.5%-47.4pp | 72.4%-56.3pp | 67.7%-51.5pp |
| Annual return | 10.17% | 41.85%-31.7pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $755 | $2,347-67.8% | $2,916-74.1% | $2,757-72.6% |
| Participant deferral / active EE | $2,143 | $3,287-34.8% | $4,323-50.4% | $4,300-50.2% |
| Admin fee / account holder | $27,560 | $4,752+479.9% | $7,360+274.5% | $6,925+298.0% |