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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 | $279,011 | $28,624+874.8% | $53,647+420.1% | $82,637+237.6% |
| Participation rate | 15.7% | 47.3%-31.6pp | 56.3%-40.6pp | 68.1%-52.3pp |
| Annual return | 13.48% | 664.98%-651.5pp | 358.33%-344.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $297 | $637-53.3% | $962-69.1% | $2,552-88.4% |
| Participant deferral / active EE | $1,762 | $1,196+47.3% | $1,813-2.8% | $4,126-57.3% |
| Admin fee / account holder | $58,256 | $2,022+2781.5% | $2,460+2268.2% | $7,339+693.8% |