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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 | $270,785 | $106,905+153.3% | $84,020+222.3% | $152,885+77.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 4.03% | 105.00%-101.0pp | 71.31%-67.3pp | 345.39%-341.4pp |
| Employer contribution / active EE | $2,005 | $2,735-26.7% | $1,984+1.1% | $4,763-57.9% |
| Participant deferral / active EE | $12,500 | $4,012+211.6% | $3,239+285.9% | $5,851+113.6% |
| Admin fee / account holder | $644 | $8,287-92.2% | $6,101-89.5% | $11,598-94.5% |