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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 | $260,545 | $29,319+788.7% | $52,425+397.0% | $82,448+216.0% |
| Participation rate | 13.0% | 46.9%-33.8pp | 55.6%-42.6pp | 68.1%-55.0pp |
| Annual return | 14.35% | 535.20%-520.8pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $330 | $586-43.7% | $914-63.9% | $2,551-87.1% |
| Participant deferral / active EE | $964 | $1,171-17.7% | $1,790-46.2% | $4,139-76.7% |
| Admin fee / account holder | $7,096 | $1,962+261.6% | $2,495+184.4% | $7,234-1.9% |