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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 | $276,549 | $110,303+150.7% | $95,759+188.8% | $139,487+98.3% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | -0.03% | 27.19%-27.2pp | 28.42%-28.4pp | 373.84%-373.9pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,083 | $4,674-76.8% | $4,244-74.5% | $6,713-83.9% |
| Admin fee / account holder | $13,924 | $6,615+110.5% | $5,678+145.2% | $11,407+22.1% |