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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 | $276,649 | $95,453+189.8% | $112,040+146.9% | $82,448+235.5% |
| Participation rate | 53.3% | 72.8%-19.4pp | 76.5%-23.2pp | 68.1%-14.7pp |
| Annual return | 11.09% | 23.92%-12.8pp | 24.52%-13.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $5,806 | $2,318+150.5% | $2,954+96.5% | $2,551+127.6% |
| Participant deferral / active EE | $12,873 | $4,224+204.8% | $5,098+152.5% | $4,139+211.0% |
| Admin fee / account holder | $60,514 | $9,013+571.4% | $12,098+400.2% | $7,234+736.5% |