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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 | $270,445 | $156,398+72.9% | $147,318+83.6% | $138,895+94.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 9.55% | 78.75%-69.2pp | 70.43%-60.9pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,558 | $8,237-56.8% | $7,906-55.0% | $6,396-44.4% |
| Admin fee / account holder | $182,599 | $14,976+1119.3% | $13,708+1232.1% | $12,562+1353.6% |