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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 | $273,990 | $67,894+303.6% | $89,340+206.7% | $82,448+232.3% |
| Participation rate | 39.1% | 64.0%-24.9pp | 69.6%-30.4pp | 68.1%-28.9pp |
| Annual return | 11.93% | 19.21%-7.3pp | 20.57%-8.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,910 | $1,828+4.5% | $2,231-14.4% | $2,551-25.1% |
| Participant deferral / active EE | $3,712 | $3,072+20.8% | $3,823-2.9% | $4,139-10.3% |
| Admin fee / account holder | $4,866 | $5,723-15.0% | $6,704-27.4% | $7,234-32.7% |