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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 | $322,594 | $111,535+189.2% | $105,223+206.6% | $137,256+135.0% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 10.01% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,290 | $5,500+14.4% | $5,072+24.0% | $6,407-1.8% |
| Admin fee / account holder | $8,096 | $9,721-16.7% | $8,859-8.6% | $12,270-34.0% |