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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 | $396,039 | $212,386+86.5% | $199,883+98.1% | $138,895+185.1% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 11.04% | 47.75%-36.7pp | 43.81%-32.8pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,149 | $6,625-52.5% | $6,261-49.7% | $4,194-24.9% |
| Participant deferral / active EE | $7,647 | $9,617-20.5% | $9,138-16.3% | $6,396+19.6% |
| Admin fee / account holder | $7,186 | $18,233-60.6% | $17,268-58.4% | $12,562-42.8% |