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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 | $374,799 | $111,785+235.3% | $93,669+300.1% | $145,877+156.9% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 6.53% | 203.79%-197.3pp | 133.59%-127.1pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,216 | $3,096-60.7% | $2,424-49.8% | $4,663-73.9% |
| Participant deferral / active EE | $6,571 | $4,919+33.6% | $4,416+48.8% | $6,691-1.8% |
| Admin fee / account holder | $2,960 | $10,256-71.1% | $8,291-64.3% | $13,402-77.9% |