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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 | $310,147 | $183,516+69.0% | $155,534+99.4% | $145,884+112.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 7.81% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,052 | $5,315-80.2% | $4,675-77.5% | $4,662-77.4% |
| Participant deferral / active EE | $5,627 | $6,467-13.0% | $5,630-0.1% | $6,690-15.9% |
| Admin fee / account holder | $112,042 | $19,293+480.7% | $15,900+604.7% | $13,392+736.6% |