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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 | $387,708 | $111,814+246.7% | $103,378+275.0% | $145,978+165.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 3.24% | 24.80%-21.6pp | 24.91%-21.7pp | 550.52%-547.3pp |
| Employer contribution / active EE | $2,400 | $4,215-43.1% | $3,870-38.0% | $4,662-48.5% |
| Participant deferral / active EE | $30,250 | $5,618+438.5% | $5,058+498.1% | $6,690+352.2% |
| Admin fee / account holder | $507 | $9,764-94.8% | $8,401-94.0% | $13,400-96.2% |