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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 | $510,529 | $109,411+366.6% | $89,435+470.8% | $158,982+221.1% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.0%-43.0pp | 82.0%-57.0pp |
| Annual return | 5.38% | 345.68%-340.3pp | 245.55%-240.2pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,500 | $4,600-67.4% | $3,890-61.4% | $5,983-74.9% |
| Admin fee / account holder | $1,296 | $6,159-79.0% | $4,884-73.5% | $11,252-88.5% |