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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 | $316,371 | $71,197+344.4% | $93,669+237.8% | $80,925+290.9% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.7%-5.9pp |
| Annual return | 9.87% | 11.27%-1.4pp | 133.59%-123.7pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,066 | $1,565-31.9% | $2,424-56.0% | $2,756-61.3% |
| Participant deferral / active EE | $5,977 | $4,036+48.1% | $4,416+35.4% | $4,299+39.0% |
| Admin fee / account holder | $66,509 | $6,959+855.7% | $8,291+702.2% | $6,940+858.3% |