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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 | $223,823+15.8% | $211,142+22.7% | $154,746+67.5% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 8.70% | 50.39%-41.7pp | 46.84%-38.1pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,387 | $6,787-50.1% | $6,442-47.4% | $4,379-22.7% |
| Participant deferral / active EE | $8,598 | $9,750-11.8% | $9,284-7.4% | $6,730+27.7% |
| Admin fee / account holder | $1,432 | $19,707-92.7% | $19,076-92.5% | $14,365-90.0% |