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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 | $264,906 | $105,158+151.9% | $94,672+179.8% | $139,487+89.9% |
| Participation rate | 69.2% | 82.4%-13.1pp | 80.8%-11.6pp | 80.3%-11.1pp |
| Annual return | 8.54% | 38.11%-29.6pp | 156.89%-148.3pp | 373.84%-365.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,205 | $7,599-57.8% | $7,417-56.8% | $6,713-52.2% |
| Admin fee / account holder | $67,828 | $8,972+656.0% | $7,222+839.2% | $11,407+494.6% |