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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 | $289,948 | $106,749+171.6% | $145,433+99.4% | $82,448+251.7% |
| Participation rate | 29.6% | 75.6%-46.0pp | 82.1%-52.5pp | 68.1%-38.4pp |
| Annual return | 12.08% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $867 | $3,444-74.8% | $4,554-81.0% | $2,551-66.0% |
| Participant deferral / active EE | $2,480 | $6,519-61.9% | $7,897-68.6% | $4,139-40.1% |
| Admin fee / account holder | $669 | $8,390-92.0% | $13,129-94.9% | $7,234-90.8% |