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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 | $293,406 | $102,422+186.5% | $147,117+99.4% | $80,959+262.4% |
| Participation rate | 51.6% | 75.9%-24.3pp | 82.2%-30.6pp | 67.7%-16.1pp |
| Annual return | 8.87% | 135.16%-126.3pp | 420.54%-411.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,597 | $3,717-57.0% | $4,932-67.6% | $2,757-42.1% |
| Participant deferral / active EE | $4,393 | $6,652-34.0% | $8,065-45.5% | $4,300+2.2% |
| Admin fee / account holder | $13,622 | $7,953+71.3% | $12,993+4.8% | $6,925+96.7% |