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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 | $259,620 | $73,787+251.9% | $98,716+163.0% | $82,448+214.9% |
| Participation rate | 44.2% | 61.4%-17.3pp | 69.3%-25.1pp | 68.1%-23.9pp |
| Annual return | 11.89% | 18.57%-6.7pp | 31.81%-19.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,409 | $1,511-6.8% | $2,279-38.2% | $2,551-44.8% |
| Participant deferral / active EE | $4,125 | $3,081+33.9% | $4,048+1.9% | $4,139-0.3% |
| Admin fee / account holder | $133,767 | $6,500+1957.9% | $8,703+1437.1% | $7,234+1749.0% |