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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 | $252,656 | $97,750+158.5% | $103,464+144.2% | $145,959+73.1% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.5%-47.2pp | 80.3%-47.0pp |
| Annual return | 8.84% | 25.43%-16.6pp | 23.91%-15.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,356 | $4,685-49.7% | $4,677-49.6% | $4,661-49.4% |
| Participant deferral / active EE | $16,805 | $6,603+154.5% | $6,624+153.7% | $6,689+151.3% |
| Admin fee / account holder | $19,547 | $12,515+56.2% | $9,410+107.7% | $13,398+45.9% |