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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 | $293,044 | $95,453+207.0% | $112,040+161.6% | $82,448+255.4% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.4pp |
| Annual return | 6.61% | 23.92%-17.3pp | 24.52%-17.9pp | 41.64%-35.0pp |
| Employer contribution / active EE | $951 | $2,318-59.0% | $2,954-67.8% | $2,551-62.7% |
| Participant deferral / active EE | $3,482 | $4,224-17.6% | $5,098-31.7% | $4,139-15.9% |
| Admin fee / account holder | $7,287 | $9,013-19.2% | $12,098-39.8% | $7,234+0.7% |