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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 | $308,782 | $137,414+124.7% | $189,537+62.9% | $85,847+259.7% |
| Participation rate | 44.4% | 84.6%-40.2pp | 87.8%-43.4pp | 69.3%-24.9pp |
| Annual return | 9.67% | 38.14%-28.5pp | 555.34%-545.7pp | 318.61%-308.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,875 | $6,260-38.1% | $8,220-52.9% | $3,952-1.9% |
| Admin fee / account holder | $5,146 | $8,630-40.4% | $12,048-57.3% | $6,261-17.8% |