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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 | $292,103 | $175,259+66.7% | $149,723+95.1% | $139,487+109.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 8.08% | 166.82%-158.7pp | 134.50%-126.4pp | 373.84%-365.8pp |
| Employer contribution / active EE | $1,562 | $5,478-71.5% | $4,821-67.6% | $4,755-67.1% |
| Participant deferral / active EE | $3,264 | $6,522-50.0% | $5,682-42.6% | $6,713-51.4% |
| Admin fee / account holder | $25,467 | $16,158+57.6% | $13,215+92.7% | $11,407+123.3% |