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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 | $251,646 | $184,014+36.8% | $161,149+56.2% | $138,895+81.2% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 3.10% | 21.52%-18.4pp | 21.16%-18.1pp | 145.39%-142.3pp |
| Employer contribution / active EE | $1,293 | $5,055-74.4% | $4,360-70.3% | $4,194-69.2% |
| Participant deferral / active EE | $8,333 | $6,909+20.6% | $6,153+35.4% | $6,396+30.3% |
| Admin fee / account holder | $200,000 | $18,027+1009.5% | $15,194+1216.3% | $12,562+1492.1% |