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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 | $260,882 | $174,379+49.6% | $152,093+71.5% | $138,895+87.8% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 5.97% | 74.86%-68.9pp | 66.36%-60.4pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,465 | $4,652-68.5% | $4,175-64.9% | $4,194-65.1% |
| Participant deferral / active EE | $2,065 | $6,159-66.5% | $5,451-62.1% | $6,396-67.7% |
| Admin fee / account holder | $13,182 | $16,880-21.9% | $14,497-9.1% | $12,562+4.9% |