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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 | $88,815+197.5% | $81,882+222.7% | $145,897+81.1% |
| Participation rate | 29.4% | 75.1%-45.7pp | 72.4%-43.0pp | 80.3%-50.9pp |
| Annual return | 8.03% | 1033.75%-1025.7pp | 779.47%-771.4pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,927 | $4,647-15.5% | $4,323-9.2% | $6,689-41.3% |
| Admin fee / account holder | $45,451 | $8,434+438.9% | $7,360+517.6% | $13,390+239.4% |