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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 | $426,574 | $91,559+365.9% | $133,971+218.4% | $79,852+434.2% |
| Participation rate | 26.3% | 73.3%-47.0pp | 79.8%-53.5pp | 69.6%-43.3pp |
| Annual return | 8.81% | 61.85%-53.0pp | 45.09%-36.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $1,307 | $2,384-45.2% | $3,919-66.7% | $2,471-47.1% |
| Participant deferral / active EE | $2,542 | $3,734-31.9% | $5,047-49.6% | $3,740-32.0% |
| Admin fee / account holder | $10,188 | $6,321+61.2% | $8,929+14.1% | $5,306+92.0% |