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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 | $277,709 | $110,240+151.9% | $96,544+187.7% | $139,487+99.1% |
| Participation rate | 14.3% | 78.1%-63.8pp | 76.0%-61.7pp | 80.3%-66.1pp |
| Annual return | 4.45% | 26.41%-22.0pp | 25.88%-21.4pp | 373.84%-369.4pp |
| Employer contribution / active EE | $1,592 | $3,622-56.0% | $2,966-46.3% | $4,755-66.5% |
| Participant deferral / active EE | $3,293 | $5,549-40.7% | $4,851-32.1% | $6,713-50.9% |
| Admin fee / account holder | $3,462 | $11,602-70.2% | $8,254-58.1% | $11,407-69.7% |