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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 | $405,471 | $69,590+482.7% | $136,867+196.3% | $94,015+331.3% |
| Participation rate | 46.3% | 66.3%-20.0pp | 74.5%-28.2pp | 70.8%-24.5pp |
| Annual return | 7.99% | 19.62%-11.6pp | 42.97%-35.0pp | 17.84%-9.9pp |
| Employer contribution / active EE | $1,271 | $2,396-46.9% | $3,547-64.2% | $2,790-54.4% |
| Participant deferral / active EE | $3,504 | $3,437+2.0% | $4,924-28.8% | $4,249-17.5% |
| Admin fee / account holder | $137,296 | $8,912+1440.6% | $10,340+1227.8% | $8,951+1433.8% |