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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 | $311,000 | $98,776+214.9% | $149,745+107.7% | $79,856+289.5% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.5%-37.7pp | 69.6%-24.8pp |
| Annual return | 12.00% | 27.38%-15.4pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,811 | $3,217-12.6% | $4,646-39.5% | $2,471+13.7% |
| Participant deferral / active EE | $5,237 | $5,681-7.8% | $6,843-23.5% | $3,741+40.0% |
| Admin fee / account holder | $1,038 | $6,053-82.9% | $9,312-88.9% | $5,306-80.4% |