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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 | $383,788 | $201,259+90.7% | $184,200+108.4% | $145,959+162.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 3.48% | 28.98%-25.5pp | 28.80%-25.3pp | 561.95%-558.5pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,750 | $9,806-61.8% | $9,132-58.9% | $6,689-43.9% |
| Admin fee / account holder | $3,041 | $16,372-81.4% | $13,907-78.1% | $13,398-77.3% |