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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 | $227,291+14.0% | $214,702+20.7% | $155,188+67.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 8.70% | 60.08%-51.4pp | 54.55%-45.9pp | 148.84%-140.1pp |
| Employer contribution / active EE | $3,387 | $6,772-50.0% | $6,461-47.6% | $4,248-20.3% |
| Participant deferral / active EE | $8,598 | $9,582-10.3% | $9,147-6.0% | $6,531+31.6% |
| Admin fee / account holder | $1,432 | $20,413-93.0% | $19,830-92.8% | $14,480-90.1% |