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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 | $368,415 | $124,425+196.1% | $112,040+228.8% | $137,256+168.4% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 8.76% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,313 | $3,411-61.5% | $2,954-55.6% | $4,156-68.4% |
| Participant deferral / active EE | $5,875 | $5,718+2.7% | $5,098+15.2% | $6,407-8.3% |
| Admin fee / account holder | $356,189 | $15,207+2242.3% | $12,098+2844.2% | $12,270+2802.9% |