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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 | $260,874 | $55,902+366.7% | $76,030+243.1% | $80,959+222.2% |
| Participation rate | 33.3% | 62.1%-28.7pp | 69.1%-35.7pp | 67.7%-34.3pp |
| Annual return | 8.19% | 20.59%-12.4pp | 361.54%-353.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,189 | $1,867-36.3% | $2,688-55.7% | $2,757-56.9% |
| Participant deferral / active EE | $2,823 | $3,051-7.5% | $4,257-33.7% | $4,300-34.4% |
| Admin fee / account holder | $18,010 | $5,239+243.8% | $6,421+180.5% | $6,925+160.1% |