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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 | $360,406 | $148,629+142.5% | $135,982+165.0% | $139,487+158.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.84% | 79.33%-69.5pp | 68.32%-58.5pp | 373.84%-364.0pp |
| Employer contribution / active EE | $4,187 | $5,247-20.2% | $4,859-13.8% | $4,755-11.9% |
| Participant deferral / active EE | $8,780 | $8,102+8.4% | $7,760+13.1% | $6,713+30.8% |
| Admin fee / account holder | $1,580 | $12,406-87.3% | $10,767-85.3% | $11,407-86.1% |