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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 | $278,143 | $81,487+241.3% | $102,412+171.6% | $80,935+243.7% |
| Participation rate | 56.5% | 66.8%-10.3pp | 74.5%-18.0pp | 67.7%-11.1pp |
| Annual return | 9.02% | 25.60%-16.6pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,200 | $3,103-61.3% | $3,870-69.0% | $2,757-56.5% |
| Participant deferral / active EE | $4,802 | $3,871+24.1% | $5,060-5.1% | $4,299+11.7% |
| Admin fee / account holder | $8,140 | $6,717+21.2% | $8,388-3.0% | $6,924+17.6% |