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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 | $109,908+166.4% | $97,161+201.3% | $145,978+100.6% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 7.61% | 243.80%-236.2pp | 75.36%-67.7pp | 550.52%-542.9pp |
| Employer contribution / active EE | $1,556 | $3,077-49.4% | $2,723-42.9% | $4,662-66.6% |
| Participant deferral / active EE | $2,858 | $4,679-38.9% | $4,265-33.0% | $6,690-57.3% |
| Admin fee / account holder | $91,876 | $6,213+1378.9% | $5,647+1526.9% | $13,400+585.6% |