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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 | $333,133 | $111,535+198.7% | $105,223+216.6% | $137,256+142.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 11.50% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,069 | $3,939-72.9% | $3,689-71.0% | $4,156-74.3% |
| Participant deferral / active EE | $3,263 | $5,500-40.7% | $5,072-35.7% | $6,407-49.1% |
| Admin fee / account holder | $103,497 | $9,721+964.6% | $8,859+1068.3% | $12,270+743.5% |