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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 | $341,132 | $148,629+129.5% | $135,982+150.9% | $139,487+144.6% |
| Participation rate | 59.1% | 83.9%-24.8pp | 81.9%-22.8pp | 80.3%-21.2pp |
| Annual return | 11.65% | 79.33%-67.7pp | 68.32%-56.7pp | 373.84%-362.2pp |
| Employer contribution / active EE | $3,232 | $5,247-38.4% | $4,859-33.5% | $4,755-32.0% |
| Participant deferral / active EE | $4,967 | $8,102-38.7% | $7,760-36.0% | $6,713-26.0% |
| Admin fee / account holder | $69,679 | $12,406+461.6% | $10,767+547.1% | $11,407+510.8% |