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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 | $318,486 | $154,228+106.5% | $145,433+119.0% | $137,256+132.0% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 12.42% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,431 | $4,804-28.6% | $4,554-24.7% | $4,156-17.5% |
| Participant deferral / active EE | $5,445 | $8,216-33.7% | $7,897-31.1% | $6,407-15.0% |
| Admin fee / account holder | $20,025 | $14,344+39.6% | $13,129+52.5% | $12,270+63.2% |