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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 | $295,564 | $106,749+176.9% | $145,433+103.2% | $82,448+258.5% |
| Participation rate | 52.8% | 75.6%-22.9pp | 82.1%-29.3pp | 68.1%-15.3pp |
| Annual return | 11.00% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,552 | $6,519+31.2% | $7,897+8.3% | $4,139+106.6% |
| Admin fee / account holder | $21,390 | $8,390+154.9% | $13,129+62.9% | $7,234+195.7% |