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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 | $139,948+113.0% | $121,663+145.0% | $154,746+92.7% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 6.61% | 230.52%-223.9pp | 147.54%-140.9pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,961 | $3,521-44.3% | $3,020-35.1% | $4,379-55.2% |
| Participant deferral / active EE | $9,807 | $5,629+74.2% | $4,887+100.7% | $6,730+45.7% |
| Admin fee / account holder | $13,691 | $17,321-21.0% | $14,289-4.2% | $14,365-4.7% |