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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 | $331,214 | $109,967+201.2% | $97,197+240.8% | $145,877+127.1% |
| Participation rate | 37.5% | 76.0%-38.5pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 3.79% | 244.27%-240.5pp | 75.47%-71.7pp | 551.28%-547.5pp |
| Employer contribution / active EE | $871 | $3,077-71.7% | $2,723-68.0% | $4,663-81.3% |
| Participant deferral / active EE | $6,196 | $4,676+32.5% | $4,263+45.3% | $6,691-7.4% |
| Admin fee / account holder | $25,020 | $6,199+303.6% | $5,637+343.8% | $13,402+86.7% |