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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 | $390,944 | $76,407+411.7% | $150,298+160.1% | $82,448+374.2% |
| Participation rate | 68.0% | 66.4%+1.6pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 2.46% | 39.99%-37.5pp | 62.79%-60.3pp | 41.64%-39.2pp |
| Employer contribution / active EE | $2,565 | $2,614-1.9% | $4,154-38.3% | $2,551+0.6% |
| Participant deferral / active EE | $4,946 | $3,214+53.9% | $5,453-9.3% | $4,139+19.5% |
| Admin fee / account holder | $558 | $6,352-91.2% | $14,116-96.0% | $7,234-92.3% |