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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 | $302,963 | $73,787+310.6% | $98,716+206.9% | $82,448+267.5% |
| Participation rate | 39.3% | 61.4%-22.1pp | 69.3%-30.0pp | 68.1%-28.8pp |
| Annual return | 11.51% | 18.57%-7.1pp | 31.81%-20.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,436 | $1,511-5.0% | $2,279-37.0% | $2,551-43.7% |
| Participant deferral / active EE | $3,779 | $3,081+22.6% | $4,048-6.6% | $4,139-8.7% |
| Admin fee / account holder | $32,174 | $6,500+395.0% | $8,703+269.7% | $7,234+344.7% |