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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 | $279,365 | $114,119+144.8% | $107,187+160.6% | $138,895+101.1% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.8pp | 79.9%-27.7pp |
| Annual return | 10.19% | 273.21%-263.0pp | 204.55%-194.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,894 | $5,538-47.7% | $5,096-43.2% | $6,396-54.8% |
| Admin fee / account holder | $7,502 | $10,024-25.2% | $9,162-18.1% | $12,562-40.3% |