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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 | $286,616 | $65,555+337.2% | $86,216+232.4% | $75,173+281.3% |
| Participation rate | 18.5% | 60.5%-42.0pp | 69.0%-50.4pp | 67.2%-48.7pp |
| Annual return | 8.77% | 46.07%-37.3pp | 1169.42%-1160.6pp | 160.72%-151.9pp |
| Employer contribution / active EE | $841 | $1,553-45.9% | $2,382-64.7% | $2,671-68.5% |
| Participant deferral / active EE | $1,602 | $3,023-47.0% | $3,986-59.8% | $4,126-61.2% |
| Admin fee / account holder | $6,348 | $5,469+16.1% | $6,853-7.4% | $5,651+12.3% |