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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 | $347,744 | $156,398+122.3% | $147,318+136.0% | $138,895+150.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 10.96% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $2,463 | $4,853-49.2% | $4,593-46.4% | $4,194-41.3% |
| Participant deferral / active EE | $15,144 | $8,237+83.8% | $7,906+91.5% | $6,396+136.8% |
| Admin fee / account holder | $30,895 | $14,976+106.3% | $13,708+125.4% | $12,562+145.9% |