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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 | $347,137 | $81,233+327.3% | $155,567+123.1% | $80,874+329.2% |
| Participation rate | 24.0% | 66.2%-42.2pp | 78.2%-54.2pp | 67.6%-43.6pp |
| Annual return | 6.70% | 33.33%-26.6pp | 64.74%-58.0pp | 35.62%-28.9pp |
| Employer contribution / active EE | $794 | $3,101-74.4% | $4,674-83.0% | $2,756-71.2% |
| Participant deferral / active EE | $2,498 | $3,452-27.6% | $5,628-55.6% | $4,297-41.9% |
| Admin fee / account holder | $2,295 | $7,998-71.3% | $15,916-85.6% | $6,935-66.9% |