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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 | $297,628 | $183,516+62.2% | $155,534+91.4% | $145,884+104.0% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 5.20% | 61.43%-56.2pp | 64.92%-59.7pp | 551.85%-546.6pp |
| Employer contribution / active EE | $2,909 | $5,315-45.3% | $4,675-37.8% | $4,662-37.6% |
| Participant deferral / active EE | $2,411 | $6,467-62.7% | $5,630-57.2% | $6,690-64.0% |
| Admin fee / account holder | $10,712 | $19,293-44.5% | $15,900-32.6% | $13,392-20.0% |