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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 | $312,229 | $162,136+92.6% | $152,301+105.0% | $154,746+101.8% |
| Participation rate | 52.9% | 84.1%-31.2pp | 82.4%-29.5pp | 80.7%-27.8pp |
| Annual return | 10.53% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $988 | $4,890-79.8% | $4,624-78.6% | $4,379-77.4% |
| Participant deferral / active EE | $4,635 | $8,341-44.4% | $8,004-42.1% | $6,730-31.1% |
| Admin fee / account holder | $104,822 | $15,759+565.1% | $14,398+628.0% | $14,365+629.7% |