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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 | $265,050 | $101,302+161.6% | $149,600+77.2% | $82,637+220.7% |
| Participation rate | 47.5% | 72.5%-25.0pp | 77.2%-29.6pp | 68.1%-20.5pp |
| Annual return | 11.43% | 21.39%-10.0pp | 129.59%-118.2pp | 53.51%-42.1pp |
| Employer contribution / active EE | $1,741 | $3,099-43.8% | $4,193-58.5% | $2,552-31.8% |
| Participant deferral / active EE | $3,603 | $5,589-35.5% | $7,203-50.0% | $4,126-12.7% |
| Admin fee / account holder | $10,857 | $8,449+28.5% | $13,963-22.2% | $7,339+47.9% |