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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 | $251,575 | $93,345+169.5% | $119,126+111.2% | $87,485+187.6% |
| Participation rate | 66.7% | 68.7%-2.1pp | 75.8%-9.1pp | 68.9%-2.3pp |
| Annual return | 12.04% | 19.08%-7.0pp | 282.11%-270.1pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,743 | $3,172-45.1% | $4,034-56.8% | $2,596-32.9% |
| Participant deferral / active EE | $7,105 | $4,099+73.4% | $5,318+33.6% | $4,274+66.3% |
| Admin fee / account holder | $17,307 | $8,039+115.3% | $10,693+61.8% | $7,775+122.6% |