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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 | $64,920+524.6% | $103,693+291.0% | $86,983+366.1% |
| Participation rate | 46.3% | 63.6%-17.3pp | 72.6%-26.3pp | 69.5%-23.2pp |
| Annual return | 7.99% | 30.29%-22.3pp | 47.61%-39.6pp | 25.83%-17.8pp |
| Employer contribution / active EE | $1,271 | $2,141-40.6% | $2,920-56.5% | $2,584-50.8% |
| Participant deferral / active EE | $3,504 | $3,241+8.1% | $4,579-23.5% | $4,194-16.4% |
| Admin fee / account holder | $137,296 | $6,191+2117.5% | $7,858+1647.2% | $7,856+1647.7% |