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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 | $312,700 | $81,487+283.7% | $102,412+205.3% | $80,935+286.4% |
| Participation rate | 51.2% | 66.8%-15.6pp | 74.5%-23.3pp | 67.7%-16.4pp |
| Annual return | 9.38% | 25.60%-16.2pp | 24.94%-15.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $3,289 | $3,103+6.0% | $3,870-15.0% | $2,757+19.3% |
| Participant deferral / active EE | $7,731 | $3,871+99.7% | $5,060+52.8% | $4,299+79.8% |
| Admin fee / account holder | $3,014 | $6,717-55.1% | $8,388-64.1% | $6,924-56.5% |