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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 | $138,386+107.4% | $184,260+55.7% | $80,935+254.6% |
| Participation rate | 69.7% | 83.9%-14.2pp | 86.8%-17.1pp | 67.7%+2.0pp |
| Annual return | 11.01% | 20.02%-9.0pp | 28.84%-17.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $4,963 | $4,851+2.3% | $6,427-22.8% | $2,757+80.0% |
| Participant deferral / active EE | $10,860 | $7,076+53.5% | $9,133+18.9% | $4,299+152.6% |
| Admin fee / account holder | $72,177 | $10,489+588.1% | $13,898+419.3% | $6,924+942.4% |