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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 | $292,998 | $117,829+148.7% | $102,423+186.1% | $145,877+100.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 5.64% | 31.83%-26.2pp | 29.42%-23.8pp | 551.28%-545.6pp |
| Employer contribution / active EE | $3,284 | $3,615-9.2% | $3,023+8.6% | $4,663-29.6% |
| Participant deferral / active EE | $10,842 | $5,732+89.1% | $5,054+114.5% | $6,691+62.0% |
| Admin fee / account holder | $30,147 | $13,335+126.1% | $9,455+218.9% | $13,402+124.9% |