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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 | $338,780 | $111,535+203.7% | $105,223+222.0% | $137,256+146.8% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 11.09% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,251 | $5,500-4.5% | $5,072+3.5% | $6,407-18.0% |
| Admin fee / account holder | $123,518 | $9,721+1170.6% | $8,859+1294.3% | $12,270+906.7% |