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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 | $114,119+196.9% | $107,187+216.1% | $138,895+143.9% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 79.9%-33.8pp |
| Annual return | 11.09% | 273.21%-262.1pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,251 | $5,538-5.2% | $5,096+3.0% | $6,396-17.9% |
| Admin fee / account holder | $123,518 | $10,024+1132.3% | $9,162+1248.1% | $12,562+883.3% |