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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 | $72,607+277.4% | $90,259+203.6% | $87,485+213.2% |
| Participation rate | 39.1% | 64.8%-25.7pp | 70.7%-31.6pp | 68.9%-29.8pp |
| Annual return | 11.93% | 18.59%-6.7pp | 18.88%-6.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,910 | $1,919-0.5% | $2,291-16.6% | $2,596-26.4% |
| Participant deferral / active EE | $3,712 | $3,055+21.5% | $3,827-3.0% | $4,274-13.1% |
| Admin fee / account holder | $4,866 | $5,947-18.2% | $7,267-33.0% | $7,775-37.4% |