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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 | $267,292 | $58,493+357.0% | $84,021+218.1% | $72,975+266.3% |
| Participation rate | 26.7% | 61.2%-34.6pp | 69.0%-42.4pp | 69.5%-42.8pp |
| Annual return | 1.33% | 28.93%-27.6pp | 71.32%-70.0pp | 81.01%-79.7pp |
| Employer contribution / active EE | $5,153 | $1,163+343.1% | $1,984+159.8% | $2,440+111.2% |
| Participant deferral / active EE | $2,168 | $2,394-9.4% | $3,239-33.1% | $3,608-39.9% |
| Admin fee / account holder | $1,810 | $4,569-60.4% | $6,102-70.3% | $5,124-64.7% |