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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 | $97,550+200.4% | $120,344+143.5% | $87,485+235.0% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.7%-12.0pp | 68.9%-4.2pp |
| Annual return | 6.61% | 18.41%-11.8pp | 20.30%-13.7pp | 26.06%-19.4pp |
| Employer contribution / active EE | $951 | $2,291-58.5% | $3,020-68.5% | $2,596-63.4% |
| Participant deferral / active EE | $3,482 | $4,230-17.7% | $5,135-32.2% | $4,274-18.5% |
| Admin fee / account holder | $7,287 | $9,543-23.6% | $12,742-42.8% | $7,775-6.3% |