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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 | $277,235 | $117,895+135.2% | $102,460+170.6% | $145,897+90.0% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 7.71% | 31.92%-24.2pp | 29.47%-21.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,863 | $5,736-67.5% | $5,056-63.2% | $6,689-72.1% |
| Admin fee / account holder | $6,827 | $13,353-48.9% | $9,460-27.8% | $13,390-49.0% |