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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 | $276,692 | $157,304+75.9% | $141,197+96.0% | $152,909+81.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 13.81% | 64.34%-50.5pp | 71.41%-57.6pp | 345.46%-331.7pp |
| Employer contribution / active EE | $958 | $5,263-81.8% | $4,736-79.8% | $4,764-79.9% |
| Participant deferral / active EE | $5,556 | $7,111-21.9% | $6,710-17.2% | $5,851-5.1% |
| Admin fee / account holder | $65,053 | $12,126+436.5% | $10,265+533.7% | $11,601+460.8% |