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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 | $255,336 | $91,179+180.0% | $178,499+43.0% | $79,852+219.8% |
| Participation rate | 18.8% | 69.2%-50.5pp | 81.9%-63.2pp | 69.6%-50.9pp |
| Annual return | 3.83% | 24.19%-20.4pp | 151.10%-147.3pp | 31.72%-27.9pp |
| Employer contribution / active EE | $480 | $3,256-85.3% | $5,011-90.4% | $2,471-80.6% |
| Participant deferral / active EE | $1,622 | $3,236-49.9% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $5,936 | $6,749-12.0% | $13,986-57.6% | $5,306+11.9% |