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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 | $250,404 | $71,215+251.6% | $93,696+167.3% | $80,935+209.4% |
| Participation rate | 20.9% | 60.4%-39.5pp | 68.7%-47.8pp | 67.7%-46.7pp |
| Annual return | 3.69% | 11.27%-7.6pp | 133.74%-130.0pp | 35.66%-32.0pp |
| Employer contribution / active EE | $951 | $1,565-39.3% | $2,422-60.8% | $2,757-65.5% |
| Participant deferral / active EE | $2,448 | $4,037-39.4% | $4,417-44.6% | $4,299-43.1% |
| Admin fee / account holder | $4,582 | $6,958-34.1% | $8,287-44.7% | $6,924-33.8% |