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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 | $437,322 | $209,422+108.8% | $178,503+145.0% | $158,982+175.1% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 4.70% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $1,616 | $5,707-71.7% | $5,011-67.7% | $4,763-66.1% |
| Participant deferral / active EE | $4,548 | $5,955-23.6% | $5,202-12.6% | $5,983-24.0% |
| Admin fee / account holder | $150,894 | $17,079+783.5% | $13,987+978.8% | $11,252+1241.1% |