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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 | $576,169 | $174,379+230.4% | $152,093+278.8% | $138,895+314.8% |
| Participation rate | 6.3% | 81.6%-75.4pp | 77.8%-71.5pp | 79.9%-73.7pp |
| Annual return | 1.10% | 74.86%-73.8pp | 66.36%-65.3pp | 145.39%-144.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $30,869 | $16,880+82.9% | $14,497+112.9% | $12,562+145.7% |