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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 | $266,767 | $148,582+79.5% | $135,942+96.2% | $139,456+91.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 4.45% | 79.26%-74.8pp | 68.28%-63.8pp | 373.45%-369.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,000 | $8,101-50.6% | $7,759-48.4% | $6,711-40.4% |
| Admin fee / account holder | $2,385 | $12,402-80.8% | $10,764-77.8% | $11,407-79.1% |