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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 | $272,878 | $107,809+153.1% | $97,032+181.2% | $155,188+75.8% |
| Participation rate | 10.0% | 75.5%-65.5pp | 71.6%-61.6pp | 80.8%-70.8pp |
| Annual return | 3.78% | 38.06%-34.3pp | 35.38%-31.6pp | 148.84%-145.1pp |
| Employer contribution / active EE | $376 | $2,911-87.1% | $2,629-85.7% | $4,248-91.1% |
| Participant deferral / active EE | $2,350 | $5,129-54.2% | $4,672-49.7% | $6,531-64.0% |
| Admin fee / account holder | $1,129 | $10,717-89.5% | $9,418-88.0% | $14,480-92.2% |