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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 | $320,479 | $166,268+92.7% | $165,100+94.1% | $145,897+119.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 5.07% | 100.52%-95.4pp | 70.21%-65.1pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,144 | $5,284-78.3% | $4,348-73.7% | $4,663-75.5% |
| Participant deferral / active EE | $4,116 | $6,964-40.9% | $6,035-31.8% | $6,689-38.5% |
| Admin fee / account holder | $4,113 | $16,659-75.3% | $12,696-67.6% | $13,390-69.3% |