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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 | $126,661+109.9% | $113,397+134.5% | $138,895+91.4% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 9.16% | 25.05%-15.9pp | 23.20%-14.0pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,468 | $3,456-57.5% | $2,977-50.7% | $4,194-65.0% |
| Participant deferral / active EE | $3,612 | $5,693-36.6% | $5,076-28.9% | $6,396-43.5% |
| Admin fee / account holder | $7,022 | $14,549-51.7% | $11,957-41.3% | $12,562-44.1% |