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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 | $295,873 | $185,312+59.7% | $161,489+83.2% | $154,746+91.2% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.7%-62.0pp | 80.7%-64.0pp |
| Annual return | 8.58% | 103.84%-95.3pp | 89.72%-81.1pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,624 | $4,769-66.0% | $4,268-62.0% | $4,379-62.9% |
| Participant deferral / active EE | $5,167 | $6,350-18.6% | $5,630-8.2% | $6,730-23.2% |
| Admin fee / account holder | $1,840 | $18,654-90.1% | $16,006-88.5% | $14,365-87.2% |