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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 | $297,072 | $201,372+47.5% | $184,260+61.2% | $145,884+103.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 3.68% | 29.04%-25.4pp | 28.84%-25.2pp | 551.85%-548.2pp |
| Employer contribution / active EE | $9,048 | $7,024+28.8% | $6,427+40.8% | $4,662+94.1% |
| Participant deferral / active EE | $4,750 | $9,808-51.6% | $9,133-48.0% | $6,690-29.0% |
| Admin fee / account holder | $364,294 | $16,362+2126.5% | $13,898+2521.2% | $13,392+2620.3% |