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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 | $402,225 | $181,896+121.1% | $156,551+156.9% | $273,972+46.8% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 0.46% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $4,399 | $6,248-29.6% | $5,501-20.0% | $4,869-9.6% |
| Participant deferral / active EE | $5,250 | $5,550-5.4% | $4,871+7.8% | $5,287-0.7% |
| Admin fee / account holder | $644 | $15,560-95.9% | $13,028-95.1% | $10,133-93.6% |