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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 | $259,507 | $154,228+68.3% | $145,433+78.4% | $137,256+89.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 12.01% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,504 | $4,804-68.7% | $4,554-67.0% | $4,156-63.8% |
| Participant deferral / active EE | $11,066 | $8,216+34.7% | $7,897+40.1% | $6,407+72.7% |
| Admin fee / account holder | $60,989 | $14,344+325.2% | $13,129+364.5% | $12,270+397.0% |