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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 | $250,870 | $91,037+175.6% | $71,671+250.0% | $147,585+70.0% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 1.44% | 20.48%-19.0pp | 20.65%-19.2pp | 578.58%-577.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,271 | $4,498-49.5% | $3,438-33.9% | $5,439-58.2% |
| Admin fee / account holder | $689 | $8,613-92.0% | $5,558-87.6% | $10,886-93.7% |