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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 | $259,126 | $212,386+22.0% | $199,883+29.6% | $138,895+86.6% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 8.70% | 47.75%-39.1pp | 43.81%-35.1pp | 145.39%-136.7pp |
| Employer contribution / active EE | $3,387 | $6,625-48.9% | $6,261-45.9% | $4,194-19.2% |
| Participant deferral / active EE | $8,598 | $9,617-10.6% | $9,138-5.9% | $6,396+34.4% |
| Admin fee / account holder | $1,432 | $18,233-92.1% | $17,268-91.7% | $12,562-88.6% |