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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 | $321,502 | $53,774+497.9% | $134,162+139.6% | $79,856+302.6% |
| Participation rate | 2.8% | 58.8%-56.0pp | 72.2%-69.4pp | 69.6%-66.9pp |
| Annual return | 5.33% | 19.01%-13.7pp | 36.35%-31.0pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,152 | $1,322-12.8% | $3,705-68.9% | $2,471-53.4% |
| Participant deferral / active EE | $1,152 | $2,420-52.4% | $3,500-67.1% | $3,741-69.2% |
| Admin fee / account holder | $6,441 | $3,985+61.6% | $6,685-3.7% | $5,306+21.4% |