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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 | $296,257 | $112,729+162.8% | $98,716+200.1% | $137,256+115.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 7.71% | 38.48%-30.8pp | 31.81%-24.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,144 | $2,725-58.0% | $2,279-49.8% | $4,156-72.5% |
| Participant deferral / active EE | $5,939 | $4,640+28.0% | $4,048+46.7% | $6,407-7.3% |
| Admin fee / account holder | $39,680 | $10,129+291.8% | $8,703+355.9% | $12,270+223.4% |