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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 | $340,598 | $93,589+263.9% | $135,942+150.5% | $75,181+353.0% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-12.9pp | 67.2%+1.8pp |
| Annual return | 8.99% | 30.90%-21.9pp | 68.28%-59.3pp | 160.69%-151.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,779 | $6,405-9.8% | $7,759-25.5% | $4,126+40.1% |
| Admin fee / account holder | $39,587 | $6,977+467.4% | $10,764+267.8% | $5,650+600.7% |