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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 | $290,170 | $100,895+187.6% | $90,430+220.9% | $158,950+82.6% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.9pp |
| Annual return | 5.27% | 1725.54%-1720.3pp | 1293.73%-1288.5pp | 302.91%-297.6pp |
| Employer contribution / active EE | $1,163 | $3,689-68.5% | $3,262-64.3% | $4,762-75.6% |
| Participant deferral / active EE | $2,487 | $4,347-42.8% | $3,963-37.2% | $5,983-58.4% |
| Admin fee / account holder | $1,711 | $6,505-73.7% | $5,613-69.5% | $11,248-84.8% |