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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 | $264,450 | $80,983+226.6% | $96,544+173.9% | $75,177+251.8% |
| Participation rate | 68.9% | 71.8%-2.9pp | 76.0%-7.1pp | 67.2%+1.7pp |
| Annual return | 2.88% | 27.05%-24.2pp | 25.88%-23.0pp | 160.75%-157.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,598 | $3,929+220.7% | $4,851+159.7% | $4,126+205.3% |
| Admin fee / account holder | $11,738 | $6,717+74.8% | $8,254+42.2% | $5,651+107.7% |