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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 | $356,413 | $103,393+244.7% | $87,103+309.2% | $152,909+133.1% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 8.87% | 28.10%-19.2pp | 28.19%-19.3pp | 345.46%-336.6pp |
| Employer contribution / active EE | $1,168 | $3,221-63.7% | $2,521-53.7% | $4,764-75.5% |
| Participant deferral / active EE | $2,473 | $4,778-48.2% | $4,049-38.9% | $5,851-57.7% |
| Admin fee / account holder | $19,203 | $12,195+57.5% | $7,491+156.3% | $11,601+65.5% |