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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 | $250,343 | $68,097+267.6% | $62,929+297.8% | $137,256+82.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 4.05% | 1859.11%-1855.1pp | 1063.93%-1059.9pp | 220.34%-216.3pp |
| Employer contribution / active EE | $3,271 | $2,811+16.4% | $2,505+30.6% | $4,156-21.3% |
| Participant deferral / active EE | $3,271 | $4,553-28.1% | $3,888-15.9% | $6,407-48.9% |
| Admin fee / account holder | $9,902 | $6,521+51.8% | $5,065+95.5% | $12,270-19.3% |