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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 | $209,336+23.8% | $197,124+31.5% | $137,256+88.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 8.70% | 48.09%-39.4pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,387 | $6,591-48.6% | $6,227-45.6% | $4,156-18.5% |
| Participant deferral / active EE | $8,598 | $9,614-10.6% | $9,135-5.9% | $6,407+34.2% |
| Admin fee / account holder | $1,432 | $17,308-91.7% | $16,298-91.2% | $12,270-88.3% |