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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 | $325,867 | $106,524+205.9% | $152,301+114.0% | $87,485+272.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 11.45% | 26.89%-15.4pp | 80.50%-69.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,627 | $3,371-51.8% | $4,624-64.8% | $2,596-37.4% |
| Participant deferral / active EE | $6,699 | $6,525+2.7% | $8,004-16.3% | $4,274+56.8% |
| Admin fee / account holder | $8,129 | $8,287-1.9% | $14,398-43.5% | $7,775+4.6% |