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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 | $293,275 | $154,228+90.2% | $145,433+101.7% | $137,256+113.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 6.76% | 74.59%-67.8pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,788 | $4,804-42.0% | $4,554-38.8% | $4,156-32.9% |
| Participant deferral / active EE | $4,793 | $8,216-41.7% | $7,897-39.3% | $6,407-25.2% |
| Admin fee / account holder | $139,713 | $14,344+874.0% | $13,129+964.2% | $12,270+1038.6% |