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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 | $341,149 | $174,379+95.6% | $152,093+124.3% | $138,895+145.6% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 10.76% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,000 | $4,652-57.0% | $4,175-52.1% | $4,194-52.3% |
| Participant deferral / active EE | $6,539 | $6,159+6.2% | $5,451+19.9% | $6,396+2.2% |
| Admin fee / account holder | $1,992 | $16,880-88.2% | $14,497-86.3% | $12,562-84.1% |