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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 | $256,453 | $72,071+255.8% | $68,368+275.1% | $137,256+86.8% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 11.95% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,599 | $2,788-42.6% | $2,649-39.6% | $4,156-61.5% |
| Participant deferral / active EE | $4,368 | $4,410-1.0% | $4,123+5.9% | $6,407-31.8% |
| Admin fee / account holder | $279,781 | $5,336+5143.7% | $5,150+5332.8% | $12,270+2180.2% |