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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 | $71,230+344.2% | $93,727+237.5% | $80,959+290.8% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-6.9pp | 67.7%-5.9pp |
| Annual return | 9.87% | 11.26%-1.4pp | 133.83%-124.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,066 | $1,565-31.9% | $2,421-56.0% | $2,757-61.3% |
| Participant deferral / active EE | $5,977 | $4,037+48.0% | $4,417+35.3% | $4,300+39.0% |
| Admin fee / account holder | $66,509 | $6,961+855.5% | $8,292+702.1% | $6,925+860.4% |