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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 | $324,037 | $73,107+343.2% | $114,563+182.8% | $87,485+270.4% |
| Participation rate | 68.6% | 65.8%+2.8pp | 72.9%-4.3pp | 68.9%-0.4pp |
| Annual return | 12.23% | 19.47%-7.2pp | 241.09%-228.9pp | 26.06%-13.8pp |
| Employer contribution / active EE | $5,872 | $1,881+212.1% | $2,592+126.5% | $2,596+126.2% |
| Participant deferral / active EE | $6,278 | $3,144+99.7% | $4,142+51.6% | $4,274+46.9% |
| Admin fee / account holder | $82,309 | $5,770+1326.6% | $7,623+979.7% | $7,775+958.7% |