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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 | $261,091 | $63,082+313.9% | $81,716+219.5% | $79,852+227.0% |
| Participation rate | 64.5% | 67.5%-3.0pp | 72.0%-7.5pp | 69.6%-5.1pp |
| Annual return | 9.59% | 22.66%-13.1pp | 29.49%-19.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $2,660 | $1,795+48.1% | $4,310-38.3% | $2,471+7.6% |
| Participant deferral / active EE | $7,383 | $2,780+165.5% | $7,108+3.9% | $3,740+97.4% |
| Admin fee / account holder | $37,830 | $4,428+754.3% | $5,159+633.2% | $5,306+612.9% |