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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 | $353,415 | $112,131+215.2% | $95,964+268.3% | $158,982+122.3% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 5.42% | 171.19%-165.8pp | 91.64%-86.2pp | 302.99%-297.6pp |
| Employer contribution / active EE | $1,005 | $3,199-68.6% | $2,541-60.5% | $4,763-78.9% |
| Participant deferral / active EE | $2,894 | $4,784-39.5% | $4,167-30.5% | $5,983-51.6% |
| Admin fee / account holder | $32,386 | $10,136+219.5% | $6,797+376.5% | $11,252+187.8% |