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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 | $253,997 | $183,516+38.4% | $155,534+63.3% | $145,884+74.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.02% | 61.43%-53.4pp | 64.92%-56.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $2,359 | $5,315-55.6% | $4,675-49.5% | $4,662-49.4% |
| Participant deferral / active EE | $10,303 | $6,467+59.3% | $5,630+83.0% | $6,690+54.0% |
| Admin fee / account holder | $8,046 | $19,293-58.3% | $15,900-49.4% | $13,392-39.9% |