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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 | $306,168 | $77,896+293.0% | $134,172+128.2% | $82,448+271.3% |
| Participation rate | 31.4% | 62.8%-31.4pp | 72.5%-41.0pp | 68.1%-36.6pp |
| Annual return | 10.34% | 18.21%-7.9pp | 25.30%-15.0pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,608 | $2,159+20.8% | $3,420-23.8% | $2,551+2.2% |
| Participant deferral / active EE | $1,808 | $3,162-42.8% | $4,690-61.4% | $4,139-56.3% |
| Admin fee / account holder | $11,819 | $6,336+86.5% | $12,016-1.6% | $7,234+63.4% |