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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 | $259,346 | $217,432+19.3% | $185,851+39.5% | $167,553+54.8% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 6.81% | 148.43%-141.6pp | 122.11%-115.3pp | 478.89%-472.1pp |
| Employer contribution / active EE | $2,545 | $5,874-56.7% | $5,168-50.8% | $4,840-47.4% |
| Participant deferral / active EE | $4,547 | $6,357-28.5% | $5,569-18.3% | $6,343-28.3% |
| Admin fee / account holder | $15,144 | $19,820-23.6% | $16,245-6.8% | $12,316+23.0% |