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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 | $283,636 | $81,487+248.1% | $102,412+177.0% | $80,935+250.4% |
| Participation rate | 22.0% | 66.8%-44.9pp | 74.5%-52.6pp | 67.7%-45.7pp |
| Annual return | 9.76% | 25.60%-15.8pp | 24.94%-15.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $17,643 | $3,103+468.6% | $3,870+355.9% | $2,757+540.0% |
| Participant deferral / active EE | $6,126 | $3,871+58.3% | $5,060+21.1% | $4,299+42.5% |
| Admin fee / account holder | $57,540 | $6,717+756.6% | $8,388+586.0% | $6,924+731.0% |