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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 | $294,949 | $30,421+869.6% | $56,077+426.0% | $74,429+296.3% |
| Participation rate | 7.0% | 32.9%-25.9pp | 52.5%-45.5pp | 67.2%-60.2pp |
| Annual return | 9.71% | 24.94%-15.2pp | 1709.28%-1699.6pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $233 | $610-61.8% | $1,040-77.6% | $2,625-91.1% |
| Participant deferral / active EE | $634 | $1,175-46.1% | $1,954-67.6% | $4,348-85.4% |
| Admin fee / account holder | $1,783 | $2,363-24.6% | $2,825-36.9% | $1,944-8.3% |