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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 | $333,302 | $138,385+140.9% | $184,243+80.9% | $80,925+311.9% |
| Participation rate | 51.6% | 83.9%-32.3pp | 86.8%-35.2pp | 67.7%-16.0pp |
| Annual return | 10.93% | 20.02%-9.1pp | 28.82%-17.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $5,706 | $4,851+17.6% | $6,427-11.2% | $2,756+107.0% |
| Participant deferral / active EE | $14,745 | $7,075+108.4% | $9,132+61.5% | $4,299+243.0% |
| Admin fee / account holder | $8,863 | $10,489-15.5% | $13,914-36.3% | $6,940+27.7% |