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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 | $104,098+181.5% | $140,514+108.6% | $94,015+211.7% |
| Participation rate | 64.7% | 73.7%-9.0pp | 77.8%-13.1pp | 70.8%-6.1pp |
| Annual return | 6.61% | 15.14%-8.5pp | 14.36%-7.7pp | 17.84%-11.2pp |
| Employer contribution / active EE | $951 | $2,388-60.2% | $3,378-71.9% | $2,790-65.9% |
| Participant deferral / active EE | $3,482 | $4,033-13.7% | $4,919-29.2% | $4,249-18.1% |
| Admin fee / account holder | $7,287 | $10,439-30.2% | $13,697-46.8% | $8,951-18.6% |