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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 | $277,519 | $110,410+151.4% | $102,437+170.9% | $145,897+90.2% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 8.56% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,936 | $4,217-54.1% | $3,871-50.0% | $4,663-58.5% |
| Participant deferral / active EE | $6,203 | $5,622+10.3% | $5,060+22.6% | $6,689-7.3% |
| Admin fee / account holder | $73,210 | $9,745+651.3% | $8,388+772.8% | $13,390+446.7% |