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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 | $263,032 | $100,911+160.7% | $90,440+190.8% | $158,966+65.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.40% | 1726.62%-1722.2pp | 1294.38%-1290.0pp | 302.95%-298.5pp |
| Employer contribution / active EE | $3,551 | $3,690-3.8% | $3,263+8.8% | $4,762-25.4% |
| Participant deferral / active EE | $8,518 | $4,348+95.9% | $3,964+114.9% | $5,983+42.4% |
| Admin fee / account holder | $9,591 | $6,507+47.4% | $5,615+70.8% | $11,250-14.7% |