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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 | $181,062+63.4% | $158,223+87.0% | $155,188+90.7% |
| Participation rate | 16.7% | 82.7%-66.0pp | 79.2%-62.5pp | 80.8%-64.1pp |
| Annual return | 8.58% | 57.39%-48.8pp | 52.09%-43.5pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,624 | $4,565-64.4% | $4,109-60.5% | $4,248-61.8% |
| Participant deferral / active EE | $5,167 | $6,134-15.8% | $5,467-5.5% | $6,531-20.9% |
| Admin fee / account holder | $1,840 | $18,825-90.2% | $16,047-88.5% | $14,480-87.3% |