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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 | $262,340 | $81,504+221.9% | $102,437+156.1% | $80,959+224.0% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 9.24% | 25.60%-16.4pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $852 | $3,104-72.6% | $3,871-78.0% | $2,757-69.1% |
| Participant deferral / active EE | $4,456 | $3,871+15.1% | $5,060-11.9% | $4,300+3.6% |
| Admin fee / account holder | $5,017 | $6,719-25.3% | $8,388-40.2% | $6,925-27.6% |