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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 | $250,910 | $70,366+256.6% | $66,674+276.3% | $138,895+80.6% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 2.90% | 386.41%-383.5pp | 321.24%-318.3pp | 145.39%-142.5pp |
| Employer contribution / active EE | $2,144 | $2,765-22.5% | $2,620-18.2% | $4,194-48.9% |
| Participant deferral / active EE | $14,411 | $4,374+229.5% | $4,084+252.9% | $6,396+125.3% |
| Admin fee / account holder | $722,846 | $5,262+13635.8% | $5,098+14078.8% | $12,562+5654.2% |