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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 | $262,634 | $106,247+147.2% | $96,515+172.1% | $139,466+88.3% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.5pp | 80.3%-22.4pp |
| Annual return | 5.29% | 38.47%-33.2pp | 35.73%-30.4pp | 373.66%-368.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,996 | $5,456-8.4% | $4,880+2.4% | $6,712-25.6% |
| Admin fee / account holder | $5,421 | $7,885-31.2% | $6,735-19.5% | $11,409-52.5% |