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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 | $260,986 | $154,228+69.2% | $145,433+79.5% | $137,256+90.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 12.05% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,320 | $4,804-51.7% | $4,554-49.1% | $4,156-44.2% |
| Participant deferral / active EE | $10,634 | $8,216+29.4% | $7,897+34.7% | $6,407+66.0% |
| Admin fee / account holder | $65,055 | $14,344+353.6% | $13,129+395.5% | $12,270+430.2% |