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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 | $454,480 | $28,624+1487.8% | $53,647+747.2% | $82,637+450.0% |
| Participation rate | 5.6% | 47.3%-41.7pp | 56.3%-50.7pp | 68.1%-62.5pp |
| Annual return | 14.56% | 664.98%-650.4pp | 358.33%-343.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $223 | $637-64.9% | $962-76.8% | $2,552-91.3% |
| Participant deferral / active EE | $1,625 | $1,196+35.9% | $1,813-10.4% | $4,126-60.6% |
| Admin fee / account holder | $2,967 | $2,022+46.8% | $2,460+20.6% | $7,339-59.6% |