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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 | $88,672+183.7% | $105,223+139.1% | $82,448+205.1% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 12.04% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,743 | $3,048-42.8% | $3,689-52.8% | $2,551-31.7% |
| Participant deferral / active EE | $7,105 | $4,036+76.1% | $5,072+40.1% | $4,139+71.7% |
| Admin fee / account holder | $17,307 | $7,146+142.2% | $8,859+95.4% | $7,234+139.2% |