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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 | $286,981 | $138,366+107.4% | $184,185+55.8% | $80,911+254.7% |
| Participation rate | 69.7% | 83.9%-14.2pp | 86.8%-17.1pp | 67.6%+2.0pp |
| Annual return | 11.01% | 20.02%-9.0pp | 28.81%-17.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $4,963 | $4,849+2.4% | $6,426-22.8% | $2,756+80.1% |
| Participant deferral / active EE | $10,860 | $7,074+53.5% | $9,132+18.9% | $4,297+152.7% |
| Admin fee / account holder | $72,177 | $10,484+588.4% | $13,909+418.9% | $6,935+940.8% |