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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 | $453,909 | $99,345+356.9% | $84,753+435.6% | $273,970+65.7% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 1.88% | 22.93%-21.1pp | 22.78%-20.9pp | 41.46%-39.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,500 | $4,270-64.9% | $3,712-59.6% | $5,287-71.6% |
| Admin fee / account holder | $26,065 | $6,645+292.2% | $5,333+388.7% | $10,132+157.2% |