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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 | $317,739 | $156,970+102.4% | $121,210+162.1% | $139,487+127.8% |
| Participation rate | 8.3% | 76.5%-68.1pp | 69.5%-61.2pp | 80.3%-72.0pp |
| Annual return | 5.45% | 1477.10%-1471.7pp | 987.41%-982.0pp | 373.84%-368.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,188 | $4,849-54.9% | $4,084-46.4% | $6,713-67.4% |
| Admin fee / account holder | $3,519 | $6,947-49.3% | $5,647-37.7% | $11,407-69.2% |