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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 | $253,268 | $95,453+165.3% | $112,040+126.1% | $82,448+207.2% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 9.50% | 23.92%-14.4pp | 24.52%-15.0pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,770 | $2,318-23.6% | $2,954-40.1% | $2,551-30.6% |
| Participant deferral / active EE | $4,527 | $4,224+7.2% | $5,098-11.2% | $4,139+9.4% |
| Admin fee / account holder | $19,772 | $9,013+119.4% | $12,098+63.4% | $7,234+173.3% |