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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 | $265,578 | $51,638+414.3% | $68,368+288.5% | $82,448+222.1% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 11.93% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,781 | $2,914-4.5% | $4,123-32.5% | $4,139-32.8% |
| Admin fee / account holder | $7,176 | $4,643+54.5% | $5,150+39.3% | $7,234-0.8% |