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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 | $262,389 | $78,520+234.2% | $96,576+171.7% | $82,448+218.2% |
| Participation rate | 64.0% | 77.7%-13.7pp | 81.4%-17.4pp | 68.1%-4.1pp |
| Annual return | 11.77% | 41.30%-29.5pp | 38.47%-26.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,877 | $6,754+61.0% | $7,956+36.7% | $4,139+162.8% |
| Admin fee / account holder | $30,227 | $13,455+124.7% | $11,381+165.6% | $7,234+317.8% |