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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 | $339,662 | $76,407+344.5% | $150,298+126.0% | $82,448+312.0% |
| Participation rate | 55.2% | 66.4%-11.2pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 13.08% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,026 | $2,614+15.8% | $4,154-27.2% | $2,551+18.6% |
| Participant deferral / active EE | $7,020 | $3,214+118.4% | $5,453+28.8% | $4,139+69.6% |
| Admin fee / account holder | $12,134 | $6,352+91.0% | $14,116-14.0% | $7,234+67.7% |