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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 | $111,814+197.3% | $103,374+221.6% | $145,959+127.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 8.86% | 24.77%-15.9pp | 24.89%-16.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,537 | $4,214-39.8% | $3,869-34.4% | $4,661-45.6% |
| Participant deferral / active EE | $8,406 | $5,618+49.6% | $5,058+66.2% | $6,689+25.7% |
| Admin fee / account holder | $3,025 | $9,754-69.0% | $8,394-64.0% | $13,398-77.4% |