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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 | $347,271 | $105,210+230.1% | $159,487+117.7% | $85,851+304.5% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.8%-44.4pp | 69.3%-30.9pp |
| Annual return | 9.82% | 45.08%-35.3pp | 263.71%-253.9pp | 318.63%-308.8pp |
| Employer contribution / active EE | $3,209 | $3,319-3.3% | $4,831-33.6% | $2,565+25.1% |
| Participant deferral / active EE | $6,056 | $5,946+1.8% | $7,354-17.6% | $3,952+53.2% |
| Admin fee / account holder | $32,014 | $6,934+361.7% | $10,804+196.3% | $6,261+411.3% |