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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 | $269,008 | $159,978+68.2% | $147,041+82.9% | $145,978+84.3% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 9.16% | 98.36%-89.2pp | 419.21%-410.1pp | 550.52%-541.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,650 | $8,429-56.7% | $8,071-54.8% | $6,690-45.4% |
| Admin fee / account holder | $855 | $15,053-94.3% | $13,006-93.4% | $13,400-93.6% |