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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 | $355,843 | $85,024+318.5% | $70,544+404.4% | $139,466+155.1% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.4%-5.9pp | 80.3%-17.8pp |
| Annual return | 7.59% | 30.39%-22.8pp | 32.79%-25.2pp | 373.66%-366.1pp |
| Employer contribution / active EE | $1,646 | $3,912-57.9% | $2,976-44.7% | $4,754-65.4% |
| Participant deferral / active EE | $7,674 | $5,891+30.3% | $4,568+68.0% | $6,712+14.3% |
| Admin fee / account holder | $43,411 | $8,928+386.2% | $6,427+575.4% | $11,409+280.5% |