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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 | $287,916 | $51,166+462.7% | $70,544+308.1% | $71,511+302.6% |
| Participation rate | 31.9% | 59.4%-27.5pp | 68.4%-36.5pp | 67.9%-36.0pp |
| Annual return | 11.51% | 42.71%-31.2pp | 32.79%-21.3pp | 28.86%-17.3pp |
| Employer contribution / active EE | $1,599 | $1,793-10.8% | $2,976-46.3% | $2,589-38.2% |
| Participant deferral / active EE | $3,574 | $3,031+17.9% | $4,568-21.8% | $4,291-16.7% |
| Admin fee / account holder | $12,305 | $2,000+515.3% | $6,427+91.5% | $1,588+674.6% |