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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 | $289,573 | $112,729+156.9% | $98,716+193.3% | $137,256+111.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 7.46% | 38.48%-31.0pp | 31.81%-24.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,085 | $2,725-60.2% | $2,279-52.4% | $4,156-73.9% |
| Participant deferral / active EE | $4,790 | $4,640+3.2% | $4,048+18.3% | $6,407-25.2% |
| Admin fee / account holder | $21,072 | $10,129+108.0% | $8,703+142.1% | $12,270+71.7% |