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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 | $329,550 | $172,111+91.5% | $150,298+119.3% | $137,256+140.1% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 9.59% | 69.37%-59.8pp | 62.79%-53.2pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,062 | $4,636-77.1% | $4,154-74.4% | $4,156-74.5% |
| Participant deferral / active EE | $4,619 | $6,166-25.1% | $5,453-15.3% | $6,407-27.9% |
| Admin fee / account holder | $47,681 | $16,471+189.5% | $14,116+237.8% | $12,270+288.6% |