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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 | $293,764 | $71,230+312.4% | $93,727+213.4% | $80,959+262.9% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 4.10% | 11.26%-7.2pp | 133.83%-129.7pp | 35.67%-31.6pp |
| Employer contribution / active EE | $736 | $1,565-53.0% | $2,421-69.6% | $2,757-73.3% |
| Participant deferral / active EE | $2,140 | $4,037-47.0% | $4,417-51.6% | $4,300-50.2% |
| Admin fee / account holder | $514 | $6,961-92.6% | $8,292-93.8% | $6,925-92.6% |