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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 | $290,474 | $183,516+58.3% | $155,534+86.8% | $145,884+99.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 7.48% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.4pp |
| Employer contribution / active EE | $2,077 | $5,315-60.9% | $4,675-55.6% | $4,662-55.5% |
| Participant deferral / active EE | $6,854 | $6,467+6.0% | $5,630+21.7% | $6,690+2.5% |
| Admin fee / account holder | $1,757 | $19,293-90.9% | $15,900-88.9% | $13,392-86.9% |