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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 | $352,961 | $118,877+196.9% | $96,570+265.5% | $167,536+110.7% |
| Participation rate | 11.1% | 75.5%-64.4pp | 69.8%-58.7pp | 82.1%-71.0pp |
| Annual return | 8.02% | 50.50%-42.5pp | 37.79%-29.8pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,280 | $3,121-59.0% | $2,357-45.7% | $4,839-73.6% |
| Participant deferral / active EE | $2,889 | $4,617-37.4% | $3,849-25.0% | $6,342-54.5% |
| Admin fee / account holder | $235,583 | $8,069+2819.7% | $6,182+3710.6% | $12,315+1813.0% |