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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 | $348,890 | $162,136+115.2% | $152,301+129.1% | $154,746+125.5% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 8.89% | 91.02%-82.1pp | 80.50%-71.6pp | 172.34%-163.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,379 | $8,341+0.5% | $8,004+4.7% | $6,730+24.5% |
| Admin fee / account holder | $2,350,130 | $15,759+14812.6% | $14,398+16222.8% | $14,365+16259.8% |