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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 | $376,950 | $102,696+267.1% | $86,235+337.1% | $139,487+170.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 7.41% | 1925.91%-1918.5pp | 1170.03%-1162.6pp | 373.84%-366.4pp |
| Employer contribution / active EE | $1,919 | $3,034-36.8% | $2,381-19.4% | $4,755-59.6% |
| Participant deferral / active EE | $4,197 | $4,679-10.3% | $3,987+5.3% | $6,713-37.5% |
| Admin fee / account holder | $8,191 | $8,667-5.5% | $6,856+19.5% | $11,407-28.2% |