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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 | $313,174 | $94,031+233.1% | $115,768+170.5% | $82,448+279.8% |
| Participation rate | 64.1% | 70.4%-6.3pp | 74.4%-10.3pp | 68.1%-4.0pp |
| Annual return | 11.83% | 20.61%-8.8pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,676 | $2,323+15.2% | $2,940-9.0% | $2,551+4.9% |
| Participant deferral / active EE | $7,633 | $3,972+92.2% | $4,917+55.2% | $4,139+84.4% |
| Admin fee / account holder | $69,984 | $10,249+582.8% | $12,439+462.6% | $7,234+867.4% |