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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 | $251,741 | $162,136+55.3% | $152,301+65.3% | $154,746+62.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 10.26% | 91.02%-80.8pp | 80.50%-70.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $1,214 | $4,890-75.2% | $4,624-73.8% | $4,379-72.3% |
| Participant deferral / active EE | $7,758 | $8,341-7.0% | $8,004-3.1% | $6,730+15.3% |
| Admin fee / account holder | $812 | $15,759-94.8% | $14,398-94.4% | $14,365-94.3% |