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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 | $393,529 | $63,354+521.2% | $94,105+318.2% | $82,637+376.2% |
| Participation rate | 57.9% | 63.8%-5.9pp | 71.9%-14.0pp | 68.1%-10.2pp |
| Annual return | 11.87% | 34.36%-22.5pp | 204.55%-192.7pp | 53.51%-41.6pp |
| Employer contribution / active EE | $3,952 | $1,760+124.6% | $2,504+57.8% | $2,552+54.8% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,816 | $5,073+132.9% | $6,199+90.6% | $7,339+61.0% |