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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 | $357,958 | $102,393+249.6% | $147,041+143.4% | $80,911+342.4% |
| Participation rate | 51.1% | 75.9%-24.7pp | 82.2%-31.1pp | 67.6%-16.5pp |
| Annual return | 11.67% | 134.95%-123.3pp | 419.21%-407.5pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,168 | $6,647-7.2% | $8,071-23.6% | $4,297+43.5% |
| Admin fee / account holder | $90,060 | $7,943+1033.8% | $13,006+592.4% | $6,935+1198.7% |