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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 | $117,846+148.6% | $102,434+186.0% | $145,884+100.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 5.64% | 31.90%-26.3pp | 29.46%-23.8pp | 551.85%-546.2pp |
| Employer contribution / active EE | $3,284 | $3,615-9.2% | $3,023+8.6% | $4,662-29.6% |
| Participant deferral / active EE | $10,842 | $5,733+89.1% | $5,055+114.5% | $6,690+62.1% |
| Admin fee / account holder | $30,147 | $13,356+125.7% | $9,462+218.6% | $13,392+125.1% |