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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 | $383,614 | $149,679+156.3% | $117,039+227.8% | $147,586+159.9% |
| Participation rate | 42.9% | 83.5%-40.6pp | 77.2%-34.3pp | 82.8%-40.0pp |
| Annual return | 5.02% | 19.31%-14.3pp | 18.95%-13.9pp | 578.59%-573.6pp |
| Employer contribution / active EE | $21,000 | $4,937+325.4% | $3,785+454.9% | $4,876+330.6% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $574,426 | $7,856+7211.6% | $5,974+9515.7% | $10,886+5176.9% |