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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 | $286,417 | $70,435+306.6% | $96,575+196.6% | $85,856+233.6% |
| Participation rate | 23.5% | 61.8%-38.3pp | 69.8%-46.3pp | 69.3%-45.8pp |
| Annual return | 10.75% | 18.59%-7.8pp | 37.79%-27.0pp | 318.58%-307.8pp |
| Employer contribution / active EE | $2,133 | $1,413+50.9% | $2,357-9.5% | $2,565-16.9% |
| Participant deferral / active EE | $3,639 | $2,894+25.7% | $3,849-5.5% | $3,952-7.9% |
| Admin fee / account holder | $2,006 | $4,997-59.9% | $6,182-67.6% | $6,261-68.0% |