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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 | $281,324 | $185,312+51.8% | $161,489+74.2% | $154,746+81.8% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 9.73% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,331 | $4,769-51.1% | $4,268-45.4% | $4,379-46.8% |
| Participant deferral / active EE | $6,933 | $6,350+9.2% | $5,630+23.1% | $6,730+3.0% |
| Admin fee / account holder | $2,140 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |