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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 | $279,745 | $169,237+65.3% | $129,339+116.3% | $145,978+91.6% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 3.95% | 14364.43%-14360.5pp | 9437.05%-9433.1pp | 550.52%-546.6pp |
| Employer contribution / active EE | $1,179 | $5,540-78.7% | $4,154-71.6% | $4,662-74.7% |
| Participant deferral / active EE | $4,379 | $4,991-12.3% | $4,170+5.0% | $6,690-34.5% |
| Admin fee / account holder | $1,698 | $9,882-82.8% | $7,668-77.9% | $13,400-87.3% |