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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 | $336,673 | $101,798+230.7% | $165,071+104.0% | $80,935+316.0% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.4pp | 67.7%-8.4pp |
| Annual return | 9.40% | 16.73%-7.3pp | 70.17%-60.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $2,669 | $2,954-9.7% | $4,347-38.6% | $2,757-3.2% |
| Participant deferral / active EE | $6,568 | $4,476+46.7% | $6,035+8.8% | $4,299+52.8% |
| Admin fee / account holder | $42,693 | $8,221+419.3% | $12,695+236.3% | $6,924+516.6% |