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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 | $343,241 | $157,296+118.2% | $141,191+143.1% | $152,897+124.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 9.65% | 64.34%-54.7pp | 71.41%-61.8pp | 345.43%-335.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,545 | $7,111+20.2% | $6,710+27.4% | $5,851+46.0% |
| Admin fee / account holder | $6,604 | $12,125-45.5% | $10,264-35.7% | $11,599-43.1% |