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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 | $109,908+138.5% | $97,161+169.8% | $145,978+79.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 7.21% | 243.80%-236.6pp | 75.36%-68.1pp | 550.52%-543.3pp |
| Employer contribution / active EE | $2,475 | $3,077-19.6% | $2,723-9.1% | $4,662-46.9% |
| Participant deferral / active EE | $2,475 | $4,679-47.1% | $4,265-42.0% | $6,690-63.0% |
| Admin fee / account holder | $5,351 | $6,213-13.9% | $5,647-5.2% | $13,400-60.1% |