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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 | $318,006 | $96,361+230.0% | $80,607+294.5% | $139,456+128.0% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 7.11% | 1350.95%-1343.8pp | 936.11%-929.0pp | 373.45%-366.3pp |
| Employer contribution / active EE | $679 | $3,262-79.2% | $2,724-75.1% | $4,753-85.7% |
| Participant deferral / active EE | $4,466 | $5,232-14.6% | $4,448+0.4% | $6,711-33.5% |
| Admin fee / account holder | $2,774 | $6,601-58.0% | $5,379-48.4% | $11,407-75.7% |