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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 | $265,890 | $124,425+113.7% | $112,040+137.3% | $137,256+93.7% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 9.16% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,468 | $3,411-57.0% | $2,954-50.3% | $4,156-64.7% |
| Participant deferral / active EE | $3,612 | $5,718-36.8% | $5,098-29.1% | $6,407-43.6% |
| Admin fee / account holder | $7,022 | $15,207-53.8% | $12,098-42.0% | $12,270-42.8% |