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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 | $457,467 | $65,041+603.3% | $90,956+403.0% | $79,860+472.8% |
| Participation rate | 24.2% | 61.6%-37.4pp | 69.0%-44.8pp | 69.6%-45.4pp |
| Annual return | 5.49% | 30.45%-25.0pp | 134.60%-129.1pp | 31.72%-26.2pp |
| Employer contribution / active EE | $3,019 | $1,247+142.1% | $2,122+42.3% | $2,471+22.2% |
| Participant deferral / active EE | $5,945 | $2,512+136.7% | $3,373+76.3% | $3,740+59.0% |
| Admin fee / account holder | $75,255 | $4,536+1559.0% | $5,959+1162.9% | $5,306+1318.2% |