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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 | $292,781 | $110,093+165.9% | $97,295+200.9% | $145,897+100.7% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 7.61% | 244.76%-237.1pp | 75.62%-68.0pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,556 | $3,077-49.4% | $2,723-42.9% | $4,663-66.6% |
| Participant deferral / active EE | $2,858 | $4,678-38.9% | $4,264-33.0% | $6,689-57.3% |
| Admin fee / account holder | $91,876 | $6,212+1378.9% | $5,646+1527.2% | $13,390+586.1% |