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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 | $300,339 | $160,040+87.7% | $147,096+104.2% | $145,877+105.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 8.73% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,599 | $8,429-9.8% | $8,071-5.8% | $6,691+13.6% |
| Admin fee / account holder | $9,898 | $15,050-34.2% | $13,005-23.9% | $13,402-26.1% |