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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 | $346,324 | $111,878+209.6% | $93,727+269.5% | $145,897+137.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 6.74% | 204.28%-197.5pp | 133.83%-127.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,638 | $3,092-47.0% | $2,421-32.4% | $4,663-64.9% |
| Participant deferral / active EE | $5,750 | $4,920+16.9% | $4,417+30.2% | $6,689-14.0% |
| Admin fee / account holder | $4,473 | $10,256-56.4% | $8,292-46.1% | $13,390-66.6% |