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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 | $76,834+232.8% | $108,359+136.0% | $87,485+192.3% |
| Participation rate | 43.3% | 61.7%-18.4pp | 70.1%-26.8pp | 68.9%-25.6pp |
| Annual return | 11.26% | 19.09%-7.8pp | 36.89%-25.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,752 | $1,556+12.6% | $2,399-27.0% | $2,596-32.5% |
| Participant deferral / active EE | $5,359 | $3,100+72.9% | $4,137+29.5% | $4,274+25.4% |
| Admin fee / account holder | $4,573 | $6,537-30.0% | $9,741-53.1% | $7,775-41.2% |