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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 | $55,889+425.2% | $76,119+285.6% | $80,935+262.6% |
| Participation rate | 69.2% | 62.1%+7.2pp | 69.1%+0.2pp | 67.7%+1.6pp |
| Annual return | 8.49% | 20.58%-12.1pp | 361.25%-352.8pp | 35.66%-27.2pp |
| Employer contribution / active EE | $15,385 | $1,866+724.5% | $2,693+471.4% | $2,757+458.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,961 | $5,241+13.7% | $6,421-7.2% | $6,924-13.9% |