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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 | $312,229 | $154,228+102.4% | $145,433+114.7% | $137,256+127.5% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 10.53% | 74.59%-64.1pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $988 | $4,804-79.4% | $4,554-78.3% | $4,156-76.2% |
| Participant deferral / active EE | $4,635 | $8,216-43.6% | $7,897-41.3% | $6,407-27.6% |
| Admin fee / account holder | $104,822 | $14,344+630.8% | $13,129+698.4% | $12,270+754.3% |