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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 | $397,677 | $157,276+152.9% | $141,177+181.7% | $152,885+160.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 10.94% | 64.33%-53.4pp | 71.40%-60.5pp | 345.39%-334.4pp |
| Employer contribution / active EE | $2,342 | $5,262-55.5% | $4,736-50.5% | $4,763-50.8% |
| Participant deferral / active EE | $5,920 | $7,110-16.7% | $6,710-11.8% | $5,851+1.2% |
| Admin fee / account holder | $1,284 | $12,123-89.4% | $10,263-87.5% | $11,598-88.9% |