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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 | $318,306 | $65,364+387.0% | $92,909+242.6% | $72,975+336.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 7.67% | 42.11%-34.4pp | 109.44%-101.8pp | 81.01%-73.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,032 | $3,128-35.0% | $4,238-52.0% | $3,608-43.7% |
| Admin fee / account holder | $8,411 | $4,251+97.9% | $5,795+45.1% | $5,124+64.2% |