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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 | $266,370 | $58,851+352.6% | $115,170+131.3% | $72,975+265.0% |
| Participation rate | 0.0% | 65.5%-65.5pp | 75.9%-75.9pp | 69.5%-69.5pp |
| Annual return | 4.92% | 23.16%-18.2pp | 35.60%-30.7pp | 81.01%-76.1pp |
| Employer contribution / active EE | $1,420 | $1,798-21.0% | $3,179-55.3% | $2,440-41.8% |
| Participant deferral / active EE | $5,727 | $2,643+116.7% | $4,169+37.4% | $3,608+58.8% |
| Admin fee / account holder | $16,256 | $6,370+155.2% | $7,089+129.3% | $5,124+217.2% |