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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 | $253,075 | $93,345+171.1% | $119,126+112.4% | $87,485+189.3% |
| Participation rate | 63.0% | 68.7%-5.8pp | 75.8%-12.8pp | 68.9%-6.0pp |
| Annual return | 10.45% | 19.08%-8.6pp | 282.11%-271.7pp | 26.06%-15.6pp |
| Employer contribution / active EE | $3,178 | $3,172+0.2% | $4,034-21.2% | $2,596+22.4% |
| Participant deferral / active EE | $7,218 | $4,099+76.1% | $5,318+35.7% | $4,274+68.9% |
| Admin fee / account holder | $26,913 | $8,039+234.8% | $10,693+151.7% | $7,775+246.2% |