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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 | $266,694 | $34,316+677.2% | $74,719+256.9% | $72,983+265.4% |
| Participation rate | 3.4% | 42.4%-39.0pp | 54.5%-51.1pp | 69.5%-66.1pp |
| Annual return | 15.87% | 26.58%-10.7pp | 753.05%-737.2pp | 81.01%-65.1pp |
| Employer contribution / active EE | $229 | $692-67.0% | $1,084-78.9% | $2,440-90.6% |
| Participant deferral / active EE | $545 | $1,272-57.2% | $1,963-72.3% | $3,608-84.9% |
| Admin fee / account holder | $652 | $2,125-69.3% | $3,334-80.4% | $5,124-87.3% |