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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 | $81,276+327.1% | $155,574+123.1% | $80,925+329.0% |
| Participation rate | 24.0% | 66.2%-42.2pp | 78.2%-54.2pp | 67.7%-43.7pp |
| Annual return | 6.70% | 33.36%-26.7pp | 64.87%-58.2pp | 35.65%-28.9pp |
| Employer contribution / active EE | $794 | $3,103-74.4% | $4,676-83.0% | $2,756-71.2% |
| Participant deferral / active EE | $2,498 | $3,453-27.6% | $5,629-55.6% | $4,299-41.9% |
| Admin fee / account holder | $2,295 | $7,993-71.3% | $15,914-85.6% | $6,940-66.9% |