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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 | $282,692 | $60,119+370.2% | $90,430+212.6% | $79,858+254.0% |
| Participation rate | 36.4% | 65.0%-28.6pp | 72.7%-36.3pp | 69.6%-33.3pp |
| Annual return | 9.82% | 71.94%-62.1pp | 1293.73%-1283.9pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,321 | $2,938+81.1% | $3,963+34.3% | $3,740+42.3% |
| Admin fee / account holder | $46,790 | $3,976+1076.8% | $5,613+733.5% | $5,306+781.8% |