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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 | $56,063+365.3% | $76,051+243.0% | $80,911+222.4% |
| Participation rate | 33.3% | 62.0%-28.7pp | 69.1%-35.7pp | 67.6%-34.3pp |
| Annual return | 8.19% | 20.54%-12.4pp | 360.42%-352.2pp | 35.63%-27.4pp |
| Employer contribution / active EE | $1,189 | $1,874-36.5% | $2,690-55.8% | $2,756-56.8% |
| Participant deferral / active EE | $2,823 | $3,052-7.5% | $4,257-33.7% | $4,297-34.3% |
| Admin fee / account holder | $18,010 | $5,240+243.7% | $6,416+180.7% | $6,935+159.7% |