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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 | $260,150 | $209,425+24.2% | $178,499+45.7% | $158,966+63.7% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 0.08% | 188.80%-188.7pp | 151.10%-151.0pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,244 | $5,707-78.2% | $5,011-75.2% | $4,762-73.9% |
| Participant deferral / active EE | $4,310 | $5,955-27.6% | $5,202-17.2% | $5,983-28.0% |
| Admin fee / account holder | $413,693 | $17,078+2322.3% | $13,986+2857.9% | $11,250+3577.3% |