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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 | $332,464 | $110,337+201.3% | $102,383+224.7% | $145,877+127.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 8.86% | 24.83%-16.0pp | 24.94%-16.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,537 | $4,216-39.8% | $3,870-34.4% | $4,663-45.6% |
| Participant deferral / active EE | $8,406 | $5,621+49.6% | $5,060+66.1% | $6,691+25.6% |
| Admin fee / account holder | $3,025 | $9,750-69.0% | $8,391-64.0% | $13,402-77.4% |