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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 | $358,204 | $95,406+275.5% | $185,849+92.7% | $85,847+317.3% |
| Participation rate | 35.7% | 68.8%-33.1pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 10.87% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,393 | $3,314-58.0% | $5,169-73.0% | $2,565-45.7% |
| Participant deferral / active EE | $2,803 | $3,424-18.1% | $5,569-49.7% | $3,952-29.1% |
| Admin fee / account holder | $2,488 | $7,214-65.5% | $16,244-84.7% | $6,261-60.3% |