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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 | $345,483 | $110,337+213.1% | $102,383+237.4% | $145,877+136.8% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 8.31% | 24.83%-16.5pp | 24.94%-16.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,709 | $4,216-59.5% | $3,870-55.9% | $4,663-63.4% |
| Participant deferral / active EE | $3,286 | $5,621-41.5% | $5,060-35.1% | $6,691-50.9% |
| Admin fee / account holder | $29,891 | $9,750+206.6% | $8,391+256.2% | $13,402+123.0% |