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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 | $274,176 | $172,111+59.3% | $150,298+82.4% | $137,256+99.8% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 11.28% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,204 | $4,636-74.0% | $4,154-71.0% | $4,156-71.0% |
| Participant deferral / active EE | $2,272 | $6,166-63.2% | $5,453-58.3% | $6,407-64.5% |
| Admin fee / account holder | $34,478 | $16,471+109.3% | $14,116+144.3% | $12,270+181.0% |