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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 | $405,944 | $124,425+226.3% | $112,040+262.3% | $137,256+195.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 9.84% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,731 | $5,718-17.3% | $5,098-7.2% | $6,407-26.2% |
| Admin fee / account holder | $15,068 | $15,207-0.9% | $12,098+24.5% | $12,270+22.8% |