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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 | $386,654 | $72,465+433.6% | $67,575+472.2% | $145,884+165.0% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 4.99% | 7222.56%-7217.6pp | 3528.98%-3524.0pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,080 | $4,786+131.5% | $4,003+176.8% | $6,690+65.6% |
| Admin fee / account holder | $2,044 | $5,515-62.9% | $3,993-48.8% | $13,392-84.7% |