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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 | $331,778 | $81,358+307.8% | $155,556+113.3% | $80,959+309.8% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 9.30% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.4pp |
| Employer contribution / active EE | $2,077 | $3,106-33.1% | $4,675-55.6% | $2,757-24.7% |
| Participant deferral / active EE | $3,838 | $3,455+11.1% | $5,631-31.8% | $4,300-10.8% |
| Admin fee / account holder | $20,902 | $7,994+161.5% | $15,885+31.6% | $6,925+201.8% |