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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 | $293,764 | $111,535+163.4% | $105,223+179.2% | $137,256+114.0% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 10.81% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,327 | $3,939-66.3% | $3,689-64.0% | $4,156-68.1% |
| Participant deferral / active EE | $8,200 | $5,500+49.1% | $5,072+61.7% | $6,407+28.0% |
| Admin fee / account holder | $2,395 | $9,721-75.4% | $8,859-73.0% | $12,270-80.5% |