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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 | $253,319 | $110,039+130.2% | $97,260+160.5% | $145,884+73.6% |
| Participation rate | 28.6% | 75.9%-47.3pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 2.50% | 244.44%-241.9pp | 75.54%-73.0pp | 551.85%-549.3pp |
| Employer contribution / active EE | $1,382 | $3,074-55.1% | $2,721-49.2% | $4,662-70.4% |
| Participant deferral / active EE | $3,429 | $4,674-26.6% | $4,262-19.5% | $6,690-48.7% |
| Admin fee / account holder | $4,179 | $6,204-32.6% | $5,640-25.9% | $13,392-68.8% |