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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 | $568,606 | $157,304+261.5% | $141,197+302.7% | $152,909+271.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 14.07% | 64.34%-50.3pp | 71.41%-57.3pp | 345.46%-331.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,772 | $7,111-47.0% | $6,710-43.8% | $5,851-35.5% |
| Admin fee / account holder | $107,817 | $12,126+789.2% | $10,265+950.4% | $11,601+829.4% |