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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 | $258,986 | $80,812+220.5% | $160,784+61.1% | $82,448+214.1% |
| Participation rate | 36.9% | 66.2%-29.3pp | 77.0%-40.0pp | 68.1%-31.1pp |
| Annual return | 12.95% | 100.59%-87.6pp | 1803.92%-1791.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,890 | $2,174-13.0% | $3,733-49.4% | $2,551-25.9% |
| Participant deferral / active EE | $3,184 | $4,335-26.6% | $6,293-49.4% | $4,139-23.1% |
| Admin fee / account holder | $14,260 | $7,695+85.3% | $9,717+46.8% | $7,234+97.1% |