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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 | $154,228+126.2% | $145,433+139.9% | $137,256+154.2% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 8.89% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,379 | $8,216+2.0% | $7,897+6.1% | $6,407+30.8% |
| Admin fee / account holder | $2,350,130 | $14,344+16284.5% | $13,129+17800.3% | $12,270+19053.2% |