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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 | $255,613 | $115,225+121.8% | $100,712+153.8% | $138,895+84.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 7.53% | 40.35%-32.8pp | 33.27%-25.7pp | 145.39%-137.9pp |
| Employer contribution / active EE | $1,382 | $2,771-50.1% | $2,313-40.2% | $4,194-67.1% |
| Participant deferral / active EE | $4,408 | $4,699-6.2% | $4,085+7.9% | $6,396-31.1% |
| Admin fee / account holder | $52,973 | $10,844+388.5% | $9,256+472.3% | $12,562+321.7% |