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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 | $425,305 | $117,895+260.7% | $102,460+315.1% | $145,897+191.5% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 7.34% | 31.92%-24.6pp | 29.47%-22.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,391 | $5,736+11.4% | $5,056+26.4% | $6,689-4.5% |
| Admin fee / account holder | $92,311 | $13,353+591.3% | $9,460+875.8% | $13,390+589.4% |