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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 | $310,910 | $175,257+77.4% | $149,717+107.7% | $139,456+122.9% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 8.68% | 166.70%-158.0pp | 134.41%-125.7pp | 373.45%-364.8pp |
| Employer contribution / active EE | $4,903 | $5,477-10.5% | $4,820+1.7% | $4,753+3.2% |
| Participant deferral / active EE | $11,066 | $6,521+69.7% | $5,682+94.8% | $6,711+64.9% |
| Admin fee / account holder | $1,700 | $16,156-89.5% | $13,213-87.1% | $11,407-85.1% |