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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 | $367,931 | $157,296+133.9% | $141,191+160.6% | $152,897+140.6% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 14.47% | 64.34%-49.9pp | 71.41%-56.9pp | 345.43%-331.0pp |
| Employer contribution / active EE | $2,600 | $5,262-50.6% | $4,736-45.1% | $4,764-45.4% |
| Participant deferral / active EE | $5,931 | $7,111-16.6% | $6,710-11.6% | $5,851+1.4% |
| Admin fee / account holder | $3,272 | $12,125-73.0% | $10,264-68.1% | $11,599-71.8% |