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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 | $262,389 | $77,358+239.2% | $102,184+156.8% | $87,485+199.9% |
| Participation rate | 64.0% | 78.7%-14.7pp | 82.6%-18.6pp | 68.9%-4.9pp |
| Annual return | 11.77% | 41.11%-29.3pp | 31.58%-19.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,877 | $6,753+61.1% | $8,309+30.9% | $4,274+154.5% |
| Admin fee / account holder | $30,227 | $6,809+343.9% | $11,609+160.4% | $7,775+288.8% |