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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 | $251,646 | $178,174+41.2% | $156,181+61.1% | $137,256+83.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 3.10% | 84.19%-81.1pp | 64.87%-61.8pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,293 | $4,972-74.0% | $4,294-69.9% | $4,156-68.9% |
| Participant deferral / active EE | $8,333 | $6,888+21.0% | $6,132+35.9% | $6,407+30.1% |
| Admin fee / account holder | $200,000 | $17,404+1049.2% | $14,586+1271.2% | $12,270+1530.0% |