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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 | $298,124 | $132,634+124.8% | $115,768+157.5% | $137,256+117.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 6.61% | 160.70%-154.1pp | 100.46%-93.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,961 | $3,360-41.6% | $2,940-33.3% | $4,156-52.8% |
| Participant deferral / active EE | $9,807 | $5,619+74.6% | $4,917+99.5% | $6,407+53.1% |
| Admin fee / account holder | $13,691 | $15,028-8.9% | $12,439+10.1% | $12,270+11.6% |