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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 | $115,225+157.1% | $100,712+194.2% | $138,895+113.3% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 7.71% | 40.35%-32.6pp | 33.27%-25.6pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,144 | $2,771-58.7% | $2,313-50.5% | $4,194-72.7% |
| Participant deferral / active EE | $5,939 | $4,699+26.4% | $4,085+45.4% | $6,396-7.1% |
| Admin fee / account holder | $39,680 | $10,844+265.9% | $9,256+328.7% | $12,562+215.9% |