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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 | $321,995 | $185,312+73.8% | $161,489+99.4% | $154,746+108.1% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.7%-23.7pp | 80.7%-25.7pp |
| Annual return | 5.69% | 103.84%-98.1pp | 89.72%-84.0pp | 172.34%-166.6pp |
| Employer contribution / active EE | $2,830 | $4,769-40.7% | $4,268-33.7% | $4,379-35.4% |
| Participant deferral / active EE | $2,369 | $6,350-62.7% | $5,630-57.9% | $6,730-64.8% |
| Admin fee / account holder | $1,187 | $18,654-93.6% | $16,006-92.6% | $14,365-91.7% |