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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 | $257,789 | $100,194+157.3% | $122,979+109.6% | $86,983+196.4% |
| Participation rate | 36.7% | 73.0%-36.2pp | 77.2%-40.5pp | 69.5%-32.8pp |
| Annual return | 8.81% | 16.47%-7.7pp | 20.12%-11.3pp | 25.83%-17.0pp |
| Employer contribution / active EE | $1,215 | $2,326-47.8% | $3,062-60.3% | $2,584-53.0% |
| Participant deferral / active EE | $3,821 | $4,133-7.5% | $5,003-23.6% | $4,194-8.9% |
| Admin fee / account holder | $4,970 | $10,148-51.0% | $12,864-61.4% | $7,856-36.7% |