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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 | $271,134 | $29,319+824.8% | $52,425+417.2% | $82,448+228.9% |
| Participation rate | 21.4% | 46.9%-25.4pp | 55.6%-34.2pp | 68.1%-46.6pp |
| Annual return | 14.28% | 535.20%-520.9pp | 302.12%-287.8pp | 41.64%-27.4pp |
| Employer contribution / active EE | $335 | $586-42.9% | $914-63.4% | $2,551-86.9% |
| Participant deferral / active EE | $1,487 | $1,171+27.0% | $1,790-16.9% | $4,139-64.1% |
| Admin fee / account holder | $3,834 | $1,962+95.4% | $2,495+53.7% | $7,234-47.0% |