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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 | $352,417 | $106,247+231.7% | $96,515+265.1% | $139,466+152.7% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 9.65% | 38.47%-28.8pp | 35.73%-26.1pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,664 | $4,106-59.5% | $3,740-55.5% | $4,754-65.0% |
| Participant deferral / active EE | $4,500 | $5,456-17.5% | $4,880-7.8% | $6,712-33.0% |
| Admin fee / account holder | $1,691 | $7,885-78.6% | $6,735-74.9% | $11,409-85.2% |