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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 | $265,605 | $91,019+191.8% | $392,568-32.3% | $72,976+264.0% |
| Participation rate | 48.3% | 74.4%-26.1pp | 78.1%-29.8pp | 69.5%-21.2pp |
| Annual return | 16.37% | 20.00%-3.6pp | 24.42%-8.1pp | 81.02%-64.6pp |
| Employer contribution / active EE | $3,028 | $2,751+10.1% | $3,783-20.0% | $2,440+24.1% |
| Participant deferral / active EE | $3,311 | $4,570-27.6% | $5,985-44.7% | $3,608-8.2% |
| Admin fee / account holder | $5,403 | $4,895+10.4% | $6,260-13.7% | $5,124+5.4% |