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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 | $386,984 | $101,618+280.8% | $93,063+315.8% | $137,256+181.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 6.71% | 223.95%-217.2pp | 34.15%-27.4pp | 220.34%-213.6pp |
| Employer contribution / active EE | $19,072 | $2,707+604.5% | $2,476+670.2% | $4,156+358.9% |
| Participant deferral / active EE | $17,375 | $4,279+306.0% | $3,958+339.0% | $6,407+171.2% |
| Admin fee / account holder | $6,000 | $6,198-3.2% | $6,033-0.6% | $12,270-51.1% |