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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 | $302,554 | $64,705+367.6% | $62,929+380.8% | $67,986+345.0% |
| Participation rate | 21.6% | 65.6%-44.0pp | 73.1%-51.5pp | 57.2%-35.6pp |
| Annual return | 10.16% | 20.31%-10.1pp | 1063.93%-1053.8pp | 31.67%-21.5pp |
| Employer contribution / active EE | $2,096 | $2,376-11.8% | $2,505-16.3% | $2,019+3.8% |
| Participant deferral / active EE | $1,065 | $3,198-66.7% | $3,888-72.6% | $3,358-68.3% |
| Admin fee / account holder | $39,657 | $1,428+2677.0% | $5,065+683.0% | $3,203+1138.1% |