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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 | $331,033 | $70,366+370.4% | $66,674+396.5% | $138,895+138.3% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 3.31% | 386.41%-383.1pp | 321.24%-317.9pp | 145.39%-142.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,280 | $4,374-25.0% | $4,084-19.7% | $6,396-48.7% |
| Admin fee / account holder | $44,432 | $5,262+744.3% | $5,098+771.5% | $12,562+253.7% |