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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 | $292,687 | $88,702+230.0% | $81,780+257.9% | $145,978+100.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 8.66% | 1029.12%-1020.5pp | 776.27%-767.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,961 | $3,084-36.4% | $2,914-32.7% | $4,662-57.9% |
| Participant deferral / active EE | $12,930 | $4,645+178.4% | $4,321+199.3% | $6,690+93.3% |
| Admin fee / account holder | $6,275 | $8,414-25.4% | $7,384-15.0% | $13,400-53.2% |