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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 | $264,197 | $88,710+197.8% | $81,783+223.0% | $145,959+81.0% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.4%-42.9pp | 80.3%-50.9pp |
| Annual return | 8.03% | 1027.26%-1019.2pp | 775.05%-767.0pp | 561.95%-553.9pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,927 | $4,645-15.5% | $4,320-9.1% | $6,689-41.3% |
| Admin fee / account holder | $45,451 | $8,407+440.6% | $7,380+515.9% | $13,398+239.2% |