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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 | $289,194 | $201,372+43.6% | $184,260+56.9% | $145,884+98.2% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 8.49% | 29.04%-20.5pp | 28.84%-20.3pp | 551.85%-543.4pp |
| Employer contribution / active EE | $4,889 | $7,024-30.4% | $6,427-23.9% | $4,662+4.9% |
| Participant deferral / active EE | $6,733 | $9,808-31.3% | $9,133-26.3% | $6,690+0.7% |
| Admin fee / account holder | $21,730 | $16,362+32.8% | $13,898+56.4% | $13,392+62.3% |