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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 | $339,684 | $29,736+1042.3% | $56,033+506.2% | $80,935+319.7% |
| Participation rate | 4.7% | 41.7%-37.0pp | 52.5%-47.8pp | 67.7%-63.0pp |
| Annual return | 10.39% | 35.28%-24.9pp | 1711.38%-1701.0pp | 35.66%-25.3pp |
| Employer contribution / active EE | $414 | $671-38.3% | $1,041-60.2% | $2,757-85.0% |
| Participant deferral / active EE | $998 | $1,228-18.8% | $1,954-48.9% | $4,299-76.8% |
| Admin fee / account holder | $3,338 | $2,434+37.2% | $2,827+18.1% | $6,924-51.8% |