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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 | $312,997 | $88,672+253.0% | $105,223+197.5% | $82,448+279.6% |
| Participation rate | 48.3% | 67.9%-19.6pp | 75.0%-26.7pp | 68.1%-19.8pp |
| Annual return | 12.33% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,096 | $3,048+1.6% | $3,689-16.1% | $2,551+21.3% |
| Participant deferral / active EE | $3,772 | $4,036-6.5% | $5,072-25.6% | $4,139-8.9% |
| Admin fee / account holder | $44,041 | $7,146+516.3% | $8,859+397.1% | $7,234+508.8% |