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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 | $273,844 | $102,635+166.8% | $86,209+217.7% | $139,456+96.4% |
| Participation rate | 56.3% | 74.5%-18.3pp | 69.0%-12.7pp | 80.3%-24.1pp |
| Annual return | 4.01% | 1923.53%-1919.5pp | 1169.05%-1165.0pp | 373.45%-369.4pp |
| Employer contribution / active EE | $876 | $3,034-71.1% | $2,381-63.2% | $4,753-81.6% |
| Participant deferral / active EE | $5,219 | $4,677+11.6% | $3,986+30.9% | $6,711-22.2% |
| Admin fee / account holder | $1,016 | $8,661-88.3% | $6,853-85.2% | $11,407-91.1% |