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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 | $279,097 | $84,741+229.4% | $75,731+268.5% | $167,553+66.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 4.56% | 199.72%-195.2pp | 104.65%-100.1pp | 478.89%-474.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,937 | $4,577+95.2% | $3,820+133.9% | $6,343+40.9% |
| Admin fee / account holder | $1,611 | $5,361-70.0% | $3,620-55.5% | $12,316-86.9% |