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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 | $409,196 | $174,379+134.7% | $152,093+169.0% | $138,895+194.6% |
| Participation rate | 38.9% | 81.6%-42.8pp | 77.8%-38.9pp | 79.9%-41.0pp |
| Annual return | 8.29% | 74.86%-66.6pp | 66.36%-58.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,539 | $6,159+22.4% | $5,451+38.3% | $6,396+17.9% |
| Admin fee / account holder | $10,406 | $16,880-38.4% | $14,497-28.2% | $12,562-17.2% |