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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 | $302,074 | $107,368+181.3% | $92,915+225.1% | $152,909+97.6% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 11.58% | 145.64%-134.1pp | 109.45%-97.9pp | 345.46%-333.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,459 | $4,848-8.0% | $4,238+5.2% | $5,851-23.8% |
| Admin fee / account holder | $106,805 | $7,082+1408.1% | $5,796+1742.9% | $11,601+820.7% |