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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 | $322,064 | $117,829+173.3% | $102,423+214.4% | $145,877+120.8% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-27.0pp |
| Annual return | 5.07% | 31.83%-26.8pp | 29.42%-24.3pp | 551.28%-546.2pp |
| Employer contribution / active EE | $1,515 | $3,615-58.1% | $3,023-49.9% | $4,663-67.5% |
| Participant deferral / active EE | $6,507 | $5,732+13.5% | $5,054+28.7% | $6,691-2.7% |
| Admin fee / account holder | $213,356 | $13,335+1499.9% | $9,455+2156.7% | $13,402+1492.0% |