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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 | $317,053 | $48,053+559.8% | $84,628+274.6% | $72,975+334.5% |
| Participation rate | 16.3% | 57.6%-41.3pp | 68.2%-52.0pp | 69.5%-53.2pp |
| Annual return | 9.15% | 37.39%-28.2pp | 258.80%-249.6pp | 81.01%-71.9pp |
| Employer contribution / active EE | $326 | $1,602-79.7% | $2,653-87.7% | $2,440-86.7% |
| Participant deferral / active EE | $2,652 | $2,681-1.1% | $3,900-32.0% | $3,608-26.5% |
| Admin fee / account holder | $16,172 | $3,395+376.3% | $4,914+229.1% | $5,124+215.6% |