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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 | $407,212 | $114,119+256.8% | $107,187+279.9% | $138,895+193.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 9.43% | 273.21%-263.8pp | 204.55%-195.1pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,385 | $4,059-65.9% | $3,782-63.4% | $4,194-67.0% |
| Participant deferral / active EE | $6,370 | $5,538+15.0% | $5,096+25.0% | $6,396-0.4% |
| Admin fee / account holder | $2,789 | $10,024-72.2% | $9,162-69.6% | $12,562-77.8% |