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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 | $278,313 | $102,422+171.7% | $147,117+89.2% | $80,959+243.8% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 11.50% | 135.16%-123.7pp | 420.54%-409.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,975 | $3,717-46.9% | $4,932-60.0% | $2,757-28.4% |
| Participant deferral / active EE | $7,003 | $6,652+5.3% | $8,065-13.2% | $4,300+62.8% |
| Admin fee / account holder | $18,267 | $7,953+129.7% | $12,993+40.6% | $6,925+163.8% |