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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 | $265,708 | $135,956+95.4% | $123,894+114.5% | $273,972-3.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 2.64% | 56.63%-54.0pp | 47.52%-44.9pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,469 | $5,170-71.6% | $4,617-68.2% | $4,869-69.8% |
| Participant deferral / active EE | $4,425 | $6,343-30.2% | $5,984-26.1% | $5,287-16.3% |
| Admin fee / account holder | $1,502 | $9,817-84.7% | $8,357-82.0% | $10,133-85.2% |