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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 | $287,467 | $72,071+298.9% | $68,368+320.5% | $137,256+109.4% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 12.68% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $755 | $2,788-72.9% | $2,649-71.5% | $4,156-81.8% |
| Participant deferral / active EE | $6,200 | $4,410+40.6% | $4,123+50.4% | $6,407-3.2% |
| Admin fee / account holder | $2,869 | $5,336-46.2% | $5,150-44.3% | $12,270-76.6% |