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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 | $305,331 | $114,119+167.6% | $107,187+184.9% | $138,895+119.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 7.71% | 273.21%-265.5pp | 204.55%-196.8pp | 145.39%-137.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,512 | $5,538-36.6% | $5,096-31.1% | $6,396-45.1% |
| Admin fee / account holder | $18,111 | $10,024+80.7% | $9,162+97.7% | $12,562+44.2% |