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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 | $291,522 | $100,203+190.9% | $85,240+242.0% | $145,897+99.8% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 2.42% | 84.28%-81.9pp | 66.75%-64.3pp | 552.29%-549.9pp |
| Employer contribution / active EE | $640 | $3,242-80.3% | $2,735-76.6% | $4,663-86.3% |
| Participant deferral / active EE | $2,080 | $5,299-60.7% | $4,527-54.1% | $6,689-68.9% |
| Admin fee / account holder | $1,049 | $7,265-85.6% | $6,165-83.0% | $13,390-92.2% |