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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 | $185,312+77.8% | $161,489+104.1% | $154,746+113.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 9.59% | 103.84%-94.3pp | 89.72%-80.1pp | 172.34%-162.8pp |
| Employer contribution / active EE | $1,062 | $4,769-77.7% | $4,268-75.1% | $4,379-75.8% |
| Participant deferral / active EE | $4,619 | $6,350-27.3% | $5,630-18.0% | $6,730-31.4% |
| Admin fee / account holder | $47,681 | $18,654+155.6% | $16,006+197.9% | $14,365+231.9% |