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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 | $280,317 | $176,794+58.6% | $146,647+91.2% | $167,553+67.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 0.63% | 24.04%-23.4pp | 22.75%-22.1pp | 478.89%-478.3pp |
| Employer contribution / active EE | $5,410 | $5,161+4.8% | $4,137+30.8% | $4,840+11.8% |
| Participant deferral / active EE | $12,000 | $6,440+86.3% | $5,506+117.9% | $6,343+89.2% |
| Admin fee / account holder | $2,418 | $13,262-81.8% | $10,281-76.5% | $12,316-80.4% |