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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 | $250,343 | $70,121+257.0% | $63,803+292.4% | $138,895+80.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 4.05% | 946.48%-942.4pp | 543.72%-539.7pp | 145.39%-141.3pp |
| Employer contribution / active EE | $3,271 | $2,882+13.5% | $2,532+29.2% | $4,194-22.0% |
| Participant deferral / active EE | $3,271 | $4,535-27.9% | $3,843-14.9% | $6,396-48.9% |
| Admin fee / account holder | $9,902 | $6,738+47.0% | $5,196+90.5% | $12,562-21.2% |