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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 | $270,176 | $100,970+167.6% | $96,576+179.8% | $137,256+96.8% |
| Participation rate | 47.4% | 82.6%-35.2pp | 81.4%-34.1pp | 80.0%-32.6pp |
| Annual return | 12.31% | 38.16%-25.8pp | 38.47%-26.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,635 | $3,809-30.8% | $3,553-25.8% | $4,156-36.6% |
| Participant deferral / active EE | $6,567 | $8,286-20.7% | $7,956-17.5% | $6,407+2.5% |
| Admin fee / account holder | $1,034 | $11,312-90.9% | $11,381-90.9% | $12,270-91.6% |