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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 | $259,176 | $124,980+107.4% | $108,359+139.2% | $154,746+67.5% |
| Participation rate | 15.4% | 75.2%-59.8pp | 70.1%-54.7pp | 80.7%-65.3pp |
| Annual return | 5.41% | 45.00%-39.6pp | 36.89%-31.5pp | 172.34%-166.9pp |
| Employer contribution / active EE | $578 | $2,851-79.7% | $2,399-75.9% | $4,379-86.8% |
| Participant deferral / active EE | $2,000 | $4,743-57.8% | $4,137-51.7% | $6,730-70.3% |
| Admin fee / account holder | $519,459 | $11,502+4416.4% | $9,741+5232.8% | $14,365+3516.1% |