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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 | $636,868 | $117,846+440.4% | $102,434+521.7% | $145,884+336.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 3.71% | 31.90%-28.2pp | 29.46%-25.7pp | 551.85%-548.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,817 | $5,733-33.4% | $5,055-24.5% | $6,690-42.9% |
| Admin fee / account holder | $29,950 | $13,356+124.2% | $9,462+216.5% | $13,392+123.6% |