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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 | $81,403+276.1% | $147,027+108.2% | $87,485+250.0% |
| Participation rate | 31.4% | 63.4%-32.0pp | 73.7%-42.3pp | 68.9%-37.5pp |
| Annual return | 10.34% | 16.51%-6.2pp | 20.23%-9.9pp | 26.06%-15.7pp |
| Employer contribution / active EE | $2,608 | $2,205+18.2% | $3,626-28.1% | $2,596+0.4% |
| Participant deferral / active EE | $1,808 | $3,315-45.5% | $4,933-63.3% | $4,274-57.7% |
| Admin fee / account holder | $11,819 | $6,755+75.0% | $12,223-3.3% | $7,775+52.0% |