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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 | $211,288+61.5% | $178,540+91.2% | $145,884+133.9% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 4.29% | 30.27%-26.0pp | 27.15%-22.9pp | 551.85%-547.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,662 | $6,967+38.7% | $6,281+53.8% | $6,690+44.4% |
| Admin fee / account holder | $3,721 | $12,105-69.3% | $10,424-64.3% | $13,392-72.2% |