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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 | $345,696 | $90,397+282.4% | $76,002+354.9% | $145,959+136.8% |
| Participation rate | 31.3% | 74.5%-43.2pp | 69.1%-37.8pp | 80.3%-49.0pp |
| Annual return | 4.27% | 621.97%-617.7pp | 360.07%-355.8pp | 561.95%-557.7pp |
| Employer contribution / active EE | $1,265 | $3,317-61.9% | $2,688-52.9% | $4,661-72.9% |
| Participant deferral / active EE | $5,195 | $5,163+0.6% | $4,257+22.0% | $6,689-22.3% |
| Admin fee / account holder | $1,286 | $8,369-84.6% | $6,414-80.0% | $13,398-90.4% |