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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 | $262,138 | $110,039+138.2% | $97,260+169.5% | $145,884+79.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 7.21% | 244.44%-237.2pp | 75.54%-68.3pp | 551.85%-544.6pp |
| Employer contribution / active EE | $2,475 | $3,074-19.5% | $2,721-9.0% | $4,662-46.9% |
| Participant deferral / active EE | $2,475 | $4,674-47.0% | $4,262-41.9% | $6,690-63.0% |
| Admin fee / account holder | $5,351 | $6,204-13.7% | $5,640-5.1% | $13,392-60.0% |