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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 | $328,825 | $101,798+223.0% | $165,071+99.2% | $80,935+306.3% |
| Participation rate | 47.4% | 71.8%-24.5pp | 78.6%-31.3pp | 67.7%-20.3pp |
| Annual return | 9.69% | 16.73%-7.0pp | 70.17%-60.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,026 | $4,476+56.9% | $6,035+16.4% | $4,299+63.4% |
| Admin fee / account holder | $179,020 | $8,221+2077.5% | $12,695+1310.2% | $6,924+2485.4% |