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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 | $88,702+197.8% | $81,780+223.1% | $145,978+81.0% |
| Participation rate | 29.4% | 75.0%-45.6pp | 72.4%-43.0pp | 80.3%-50.9pp |
| Annual return | 8.03% | 1029.12%-1021.1pp | 776.27%-768.2pp | 550.52%-542.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,927 | $4,645-15.5% | $4,321-9.1% | $6,690-41.3% |
| Admin fee / account holder | $45,451 | $8,414+440.2% | $7,384+515.5% | $13,400+239.2% |