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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 | $263,205 | $81,276+223.8% | $155,574+69.2% | $80,925+225.2% |
| Participation rate | 2.8% | 66.2%-63.5pp | 78.2%-75.4pp | 67.7%-64.9pp |
| Annual return | 5.29% | 33.36%-28.1pp | 64.87%-59.6pp | 35.65%-30.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,433 | $7,993+18.0% | $15,914-40.7% | $6,940+35.9% |