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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 | $264,961 | $73,787+259.1% | $98,716+168.4% | $82,448+221.4% |
| Participation rate | 53.2% | 61.4%-8.2pp | 69.3%-16.1pp | 68.1%-14.9pp |
| Annual return | 9.97% | 18.57%-8.6pp | 31.81%-21.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,309 | $1,511-13.4% | $2,279-42.5% | $2,551-48.7% |
| Participant deferral / active EE | $6,776 | $3,081+119.9% | $4,048+67.4% | $4,139+63.7% |
| Admin fee / account holder | $17,491 | $6,500+169.1% | $8,703+101.0% | $7,234+141.8% |