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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 | $323,666 | $74,535+334.2% | $100,712+221.4% | $82,637+291.7% |
| Participation rate | 8.1% | 61.2%-53.1pp | 69.3%-61.2pp | 68.1%-59.9pp |
| Annual return | 4.52% | 18.92%-14.4pp | 33.27%-28.7pp | 53.51%-49.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,573 | $6,576-76.1% | $9,256-83.0% | $7,339-78.6% |