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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 | $319,331 | $106,749+199.1% | $145,433+119.6% | $82,448+287.3% |
| Participation rate | 44.4% | 75.6%-31.2pp | 82.1%-37.7pp | 68.1%-23.6pp |
| Annual return | 12.93% | 27.59%-14.7pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,172 | $6,519-20.7% | $7,897-34.5% | $4,139+25.0% |
| Admin fee / account holder | $42,286 | $8,390+404.0% | $13,129+222.1% | $7,234+484.5% |