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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 | $373,776 | $103,949+259.6% | $69,182+440.3% | $273,972+36.4% |
| Participation rate | 7.7% | 67.4%-59.7pp | 55.1%-47.4pp | 83.0%-75.3pp |
| Annual return | -2.01% | 35.28%-37.3pp | -21.93%+19.9pp | 41.46%-43.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $820 | $3,671-77.7% | $2,697-69.6% | $10,133-91.9% |