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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 | $97,550+183.6% | $120,344+129.9% | $87,485+216.2% |
| Participation rate | 53.3% | 72.8%-19.5pp | 76.7%-23.4pp | 68.9%-15.6pp |
| Annual return | 11.09% | 18.41%-7.3pp | 20.30%-9.2pp | 26.06%-15.0pp |
| Employer contribution / active EE | $5,806 | $2,291+153.5% | $3,020+92.2% | $2,596+123.6% |
| Participant deferral / active EE | $12,873 | $4,230+204.4% | $5,135+150.7% | $4,274+201.2% |
| Admin fee / account holder | $60,514 | $9,543+534.2% | $12,742+374.9% | $7,775+678.3% |