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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 | $293,511 | $55,930+424.8% | $76,089+285.7% | $80,925+262.7% |
| Participation rate | 69.2% | 62.1%+7.2pp | 69.1%+0.1pp | 67.7%+1.6pp |
| Annual return | 8.49% | 20.58%-12.1pp | 360.94%-352.4pp | 35.65%-27.2pp |
| Employer contribution / active EE | $15,385 | $1,866+724.4% | $2,690+471.9% | $2,756+458.2% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,961 | $5,241+13.7% | $6,418-7.1% | $6,940-14.1% |