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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 | $264,779 | $81,504+224.9% | $102,437+158.5% | $80,959+227.1% |
| Participation rate | 17.9% | 66.9%-48.9pp | 74.5%-56.6pp | 67.7%-49.7pp |
| Annual return | 1.74% | 25.60%-23.9pp | 24.95%-23.2pp | 35.67%-33.9pp |
| Employer contribution / active EE | $982 | $3,104-68.3% | $3,871-74.6% | $2,757-64.4% |
| Participant deferral / active EE | $3,780 | $3,871-2.3% | $5,060-25.3% | $4,300-12.1% |
| Admin fee / account holder | $6,132 | $6,719-8.7% | $8,388-26.9% | $6,925-11.5% |