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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 | $305,138 | $72,071+323.4% | $68,368+346.3% | $137,256+122.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 8.05% | 353.14%-345.1pp | 292.57%-284.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $672 | $2,788-75.9% | $2,649-74.6% | $4,156-83.8% |
| Participant deferral / active EE | $6,477 | $4,410+46.9% | $4,123+57.1% | $6,407+1.1% |
| Admin fee / account holder | $1,063 | $5,336-80.1% | $5,150-79.4% | $12,270-91.3% |