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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 | $319,449 | $157,304+103.1% | $141,197+126.2% | $152,909+108.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 9.51% | 64.34%-54.8pp | 71.41%-61.9pp | 345.46%-336.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,000 | $7,111+110.9% | $6,710+123.5% | $5,851+156.4% |
| Admin fee / account holder | $868 | $12,126-92.8% | $10,265-91.5% | $11,601-92.5% |