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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 | $443,751 | $129,737+242.0% | $119,126+272.5% | $154,746+186.8% |
| Participation rate | 46.7% | 78.9%-32.2pp | 75.8%-29.1pp | 80.7%-34.0pp |
| Annual return | 2.28% | 379.08%-376.8pp | 282.11%-279.8pp | 172.34%-170.1pp |
| Employer contribution / active EE | $1,030 | $4,375-76.5% | $4,034-74.5% | $4,379-76.5% |
| Participant deferral / active EE | $4,687 | $5,842-19.8% | $5,318-11.9% | $6,730-30.4% |
| Admin fee / account holder | $66,350 | $11,961+454.7% | $10,693+520.5% | $14,365+361.9% |