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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 | $344,719 | $178,174+93.5% | $156,181+120.7% | $137,256+151.2% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.8%-22.6pp | 80.0%-23.7pp |
| Annual return | 8.96% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,823 | $4,972-63.3% | $4,294-57.5% | $4,156-56.1% |
| Participant deferral / active EE | $6,655 | $6,888-3.4% | $6,132+8.5% | $6,407+3.9% |
| Admin fee / account holder | $664 | $17,404-96.2% | $14,586-95.4% | $12,270-94.6% |