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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 | $255,591 | $174,379+46.6% | $152,093+68.0% | $138,895+84.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 5.87% | 74.86%-69.0pp | 66.36%-60.5pp | 145.39%-139.5pp |
| Employer contribution / active EE | $2,125 | $4,652-54.3% | $4,175-49.1% | $4,194-49.3% |
| Participant deferral / active EE | $3,086 | $6,159-49.9% | $5,451-43.4% | $6,396-51.7% |
| Admin fee / account holder | $1,714 | $16,880-89.8% | $14,497-88.2% | $12,562-86.4% |