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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 | $109,967+130.4% | $97,197+160.6% | $145,877+73.7% |
| Participation rate | 28.6% | 76.0%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 2.50% | 244.27%-241.8pp | 75.47%-73.0pp | 551.28%-548.8pp |
| Employer contribution / active EE | $1,382 | $3,077-55.1% | $2,723-49.3% | $4,663-70.4% |
| Participant deferral / active EE | $3,429 | $4,676-26.7% | $4,263-19.6% | $6,691-48.8% |
| Admin fee / account holder | $4,179 | $6,199-32.6% | $5,637-25.9% | $13,402-68.8% |