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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 | $341,281 | $211,105+61.7% | $178,449+91.2% | $145,978+133.8% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-20.0pp | 80.3%-23.1pp |
| Annual return | 4.29% | 30.19%-25.9pp | 27.09%-22.8pp | 550.52%-546.2pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,662 | $6,959+38.8% | $6,277+53.9% | $6,690+44.4% |
| Admin fee / account holder | $3,721 | $12,017-69.0% | $10,362-64.1% | $13,400-72.2% |