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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 | $77,574+317.2% | $108,753+197.6% | $86,983+272.1% |
| Participation rate | 8.1% | 62.3%-54.2pp | 71.1%-63.0pp | 69.5%-61.4pp |
| Annual return | 4.52% | 18.42%-13.9pp | 37.47%-32.9pp | 25.83%-21.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,573 | $6,529-75.9% | $10,320-84.8% | $7,856-80.0% |