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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 | $425,316 | $93,586+354.5% | $135,925+212.9% | $75,173+465.8% |
| Participation rate | 42.3% | 75.2%-32.9pp | 81.9%-39.6pp | 67.2%-24.9pp |
| Annual return | 12.23% | 30.90%-18.7pp | 68.25%-56.0pp | 160.65%-148.4pp |
| Employer contribution / active EE | $1,571 | $3,537-55.6% | $4,857-67.7% | $2,670-41.2% |
| Participant deferral / active EE | $4,881 | $6,405-23.8% | $7,759-37.1% | $4,126+18.3% |
| Admin fee / account holder | $20,882 | $6,977+199.3% | $10,764+94.0% | $5,651+269.5% |