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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 | $252,581 | $84,713+198.2% | $75,717+233.6% | $167,518+50.8% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.8%-54.8pp | 82.1%-62.1pp |
| Annual return | 8.23% | 199.49%-191.3pp | 104.58%-96.3pp | 478.71%-470.5pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,321 | $5,357-75.3% | $3,619-63.5% | $12,312-89.3% |