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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 | $333,953 | $148,629+124.7% | $135,982+145.6% | $139,487+139.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 8.86% | 79.33%-70.5pp | 68.32%-59.5pp | 373.84%-365.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,024 | $8,102-13.3% | $7,760-9.5% | $6,713+4.6% |
| Admin fee / account holder | $339 | $12,406-97.3% | $10,767-96.9% | $11,407-97.0% |