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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 | $110,093+200.8% | $97,295+240.4% | $145,897+127.0% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 3.79% | 244.76%-241.0pp | 75.62%-71.8pp | 552.29%-548.5pp |
| Employer contribution / active EE | $871 | $3,077-71.7% | $2,723-68.0% | $4,663-81.3% |
| Participant deferral / active EE | $6,196 | $4,678+32.5% | $4,264+45.3% | $6,689-7.4% |
| Admin fee / account holder | $25,020 | $6,212+302.7% | $5,646+343.1% | $13,390+86.9% |