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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 | $253,582 | $88,754+185.7% | $81,820+209.9% | $145,877+73.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 6.41% | 1031.77%-1025.4pp | 777.93%-771.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $2,010 | $3,085-34.9% | $2,915-31.1% | $4,663-56.9% |
| Participant deferral / active EE | $4,777 | $4,648+2.8% | $4,323+10.5% | $6,691-28.6% |
| Admin fee / account holder | $16,846 | $8,424+100.0% | $7,391+127.9% | $13,402+25.7% |