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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 | $124,980+131.7% | $108,359+167.2% | $154,746+87.1% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 7.46% | 45.00%-37.5pp | 36.89%-29.4pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,085 | $2,851-61.9% | $2,399-54.8% | $4,379-75.2% |
| Participant deferral / active EE | $4,790 | $4,743+1.0% | $4,137+15.8% | $6,730-28.8% |
| Admin fee / account holder | $21,072 | $11,502+83.2% | $9,741+116.3% | $14,365+46.7% |