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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 | $253,250 | $67,894+273.0% | $89,340+183.5% | $82,448+207.2% |
| Participation rate | 51.5% | 64.0%-12.5pp | 69.6%-18.1pp | 68.1%-16.6pp |
| Annual return | 11.56% | 19.21%-7.6pp | 20.57%-9.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $817 | $1,828-55.3% | $2,231-63.4% | $2,551-68.0% |
| Participant deferral / active EE | $6,993 | $3,072+127.6% | $3,823+82.9% | $4,139+68.9% |
| Admin fee / account holder | $58,475 | $5,723+921.8% | $6,704+772.3% | $7,234+708.3% |