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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 | $369,487 | $154,228+139.6% | $145,433+154.1% | $137,256+169.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.12% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,198 | $4,804-75.1% | $4,554-73.7% | $4,156-71.2% |
| Participant deferral / active EE | $4,446 | $8,216-45.9% | $7,897-43.7% | $6,407-30.6% |
| Admin fee / account holder | $4,189 | $14,344-70.8% | $13,129-68.1% | $12,270-65.9% |