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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 | $351,887 | $180,749+94.7% | $160,784+118.9% | $137,256+156.4% |
| Participation rate | 58.3% | 80.0%-21.6pp | 77.0%-18.6pp | 80.0%-21.6pp |
| Annual return | 6.09% | 2234.46%-2228.4pp | 1803.92%-1797.8pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,345 | $4,155-67.6% | $3,733-64.0% | $4,156-67.6% |
| Participant deferral / active EE | $5,380 | $6,844-21.4% | $6,293-14.5% | $6,407-16.0% |
| Admin fee / account holder | $206,312 | $10,397+1884.4% | $9,717+2023.2% | $12,270+1581.4% |