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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 | $284,058 | $88,672+220.3% | $105,223+170.0% | $82,448+244.5% |
| Participation rate | 54.1% | 67.9%-13.9pp | 75.0%-21.0pp | 68.1%-14.0pp |
| Annual return | 11.80% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,113 | $3,048-30.7% | $3,689-42.7% | $2,551-17.2% |
| Participant deferral / active EE | $6,041 | $4,036+49.7% | $5,072+19.1% | $4,139+45.9% |
| Admin fee / account holder | $13,821 | $7,146+93.4% | $8,859+56.0% | $7,234+91.1% |