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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 | $255,695 | $73,787+246.5% | $98,716+159.0% | $82,448+210.1% |
| Participation rate | 43.3% | 61.4%-18.1pp | 69.3%-26.0pp | 68.1%-24.8pp |
| Annual return | 11.26% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,752 | $1,511+15.9% | $2,279-23.1% | $2,551-31.3% |
| Participant deferral / active EE | $5,359 | $3,081+73.9% | $4,048+32.4% | $4,139+29.5% |
| Admin fee / account holder | $4,573 | $6,500-29.7% | $8,703-47.5% | $7,234-36.8% |