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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 | $90,400+186.5% | $186,193+39.1% | $87,485+196.0% |
| Participation rate | 36.9% | 66.2%-29.3pp | 77.1%-40.2pp | 68.9%-32.0pp |
| Annual return | 12.95% | 22.15%-9.2pp | 78.03%-65.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,890 | $2,170-12.9% | $3,918-51.8% | $2,596-27.2% |
| Participant deferral / active EE | $3,184 | $4,330-26.5% | $6,513-51.1% | $4,274-25.5% |
| Admin fee / account holder | $14,260 | $8,673+64.4% | $11,058+29.0% | $7,775+83.4% |