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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 | $383,564 | $106,267+260.9% | $96,520+297.4% | $139,456+175.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 7.10% | 38.45%-31.4pp | 35.72%-28.6pp | 373.45%-366.4pp |
| Employer contribution / active EE | $1,000 | $4,105-75.6% | $3,739-73.3% | $4,753-79.0% |
| Participant deferral / active EE | $12,500 | $5,454+129.2% | $4,879+156.2% | $6,711+86.3% |
| Admin fee / account holder | $3,806 | $7,882-51.7% | $6,733-43.5% | $11,407-66.6% |