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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 | $348,521 | $49,976+597.4% | $66,674+422.7% | $82,637+321.7% |
| Participation rate | 46.3% | 63.1%-16.8pp | 73.7%-27.3pp | 68.1%-21.7pp |
| Annual return | 13.25% | 39.09%-25.8pp | 321.24%-308.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,571 | $1,988-21.0% | $2,620-40.0% | $2,552-38.4% |
| Participant deferral / active EE | $3,979 | $2,847+39.8% | $4,084-2.6% | $4,126-3.6% |
| Admin fee / account holder | $1,852 | $4,594-59.7% | $5,098-63.7% | $7,339-74.8% |