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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 | $293,511 | $56,060+423.6% | $76,002+286.2% | $80,874+262.9% |
| Participation rate | 69.2% | 62.0%+7.2pp | 69.1%+0.2pp | 67.6%+1.6pp |
| Annual return | 8.49% | 20.54%-12.0pp | 360.07%-351.6pp | 35.62%-27.1pp |
| Employer contribution / active EE | $15,385 | $1,873+721.2% | $2,688+472.3% | $2,756+458.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,961 | $5,237+13.8% | $6,414-7.1% | $6,935-14.1% |