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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 | $318,809 | $183,516+73.7% | $155,534+105.0% | $145,884+118.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 6.14% | 61.43%-55.3pp | 64.92%-58.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $1,676 | $5,315-68.5% | $4,675-64.1% | $4,662-64.0% |
| Participant deferral / active EE | $3,803 | $6,467-41.2% | $5,630-32.4% | $6,690-43.1% |
| Admin fee / account holder | $3,474 | $19,293-82.0% | $15,900-78.2% | $13,392-74.1% |