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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 | $106,864+176.6% | $147,318+100.6% | $82,637+257.7% |
| Participation rate | 52.8% | 75.5%-22.7pp | 82.1%-29.3pp | 68.1%-15.3pp |
| Annual return | 11.00% | 27.49%-16.5pp | 70.43%-59.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,552 | $6,496+31.7% | $7,906+8.2% | $4,126+107.3% |
| Admin fee / account holder | $21,390 | $8,415+154.2% | $13,708+56.0% | $7,339+191.5% |