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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 | $250,012 | $88,702+181.9% | $81,780+205.7% | $145,978+71.3% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 7.72% | 1029.12%-1021.4pp | 776.27%-768.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,001 | $3,084-67.5% | $2,914-65.6% | $4,662-78.5% |
| Participant deferral / active EE | $1,353 | $4,645-70.9% | $4,321-68.7% | $6,690-79.8% |
| Admin fee / account holder | $5,976 | $8,414-29.0% | $7,384-19.1% | $13,400-55.4% |