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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 | $437,185 | $149,040+193.3% | $120,225+263.6% | $137,256+218.5% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 4.81% | 605.68%-600.9pp | 439.23%-434.4pp | 220.34%-215.5pp |
| Employer contribution / active EE | $23 | $4,350-99.5% | $3,475-99.4% | $4,156-99.5% |
| Participant deferral / active EE | $11,728 | $4,655+152.0% | $3,999+193.3% | $6,407+83.0% |
| Admin fee / account holder | $610 | $6,348-90.4% | $5,696-89.3% | $12,270-95.0% |