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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 | $75,541+417.5% | $152,093+157.0% | $82,637+373.1% |
| Participation rate | 68.0% | 66.5%+1.5pp | 77.8%-9.8pp | 68.1%-0.1pp |
| Annual return | 2.46% | 32.56%-30.1pp | 66.36%-63.9pp | 53.51%-51.0pp |
| Employer contribution / active EE | $2,565 | $2,622-2.2% | $4,175-38.6% | $2,552+0.5% |
| Participant deferral / active EE | $4,946 | $3,206+54.3% | $5,451-9.3% | $4,126+19.9% |
| Admin fee / account holder | $558 | $6,405-91.3% | $14,497-96.1% | $7,339-92.4% |