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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 | $264,616 | $135,956+94.6% | $123,894+113.6% | $273,972-3.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | -1.43% | 56.63%-58.1pp | 47.52%-49.0pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,147 | $5,170-77.8% | $4,617-75.2% | $4,869-76.4% |
| Participant deferral / active EE | $2,680 | $6,343-57.7% | $5,984-55.2% | $5,287-49.3% |
| Admin fee / account holder | $5,850 | $9,817-40.4% | $8,357-30.0% | $10,133-42.3% |