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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 | $308,326 | $209,422+47.2% | $178,503+72.7% | $158,982+93.9% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 1.04% | 188.81%-187.8pp | 151.12%-150.1pp | 302.99%-302.0pp |
| Employer contribution / active EE | $3,748 | $5,707-34.3% | $5,011-25.2% | $4,763-21.3% |
| Participant deferral / active EE | $6,833 | $5,955+14.8% | $5,202+31.4% | $5,983+14.2% |
| Admin fee / account holder | $3,690 | $17,079-78.4% | $13,987-73.6% | $11,252-67.2% |