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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 | $394,198 | $215,361+83.0% | $171,082+130.4% | $273,970+43.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | -1.19% | 25.14%-26.3pp | 32.56%-33.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $528 | $4,967-89.4% | $4,002-86.8% | $4,869-89.1% |
| Participant deferral / active EE | $5,657 | $5,543+2.0% | $4,797+17.9% | $5,287+7.0% |
| Admin fee / account holder | $12,907 | $10,846+19.0% | $8,520+51.5% | $10,132+27.4% |