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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 | $395,930 | $49,896+693.5% | $80,627+391.1% | $75,173+426.7% |
| Participation rate | 19.0% | 55.3%-36.3pp | 67.0%-48.0pp | 67.2%-48.2pp |
| Annual return | 5.39% | 34.67%-29.3pp | 936.76%-931.4pp | 160.72%-155.3pp |
| Employer contribution / active EE | $439 | $1,699-74.2% | $2,723-83.9% | $2,671-83.6% |
| Participant deferral / active EE | $3,754 | $2,992+25.5% | $4,443-15.5% | $4,126-9.0% |
| Admin fee / account holder | $3,997 | $3,578+11.7% | $5,381-25.7% | $5,651-29.3% |