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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 | $316,100 | $159,978+97.6% | $147,041+115.0% | $145,978+116.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 3.24% | 98.36%-95.1pp | 419.21%-416.0pp | 550.52%-547.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,283 | $8,429-25.5% | $8,071-22.1% | $6,690-6.1% |
| Admin fee / account holder | $3,750 | $15,053-75.1% | $13,006-71.2% | $13,400-72.0% |