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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 | $319,558 | $201,344+58.7% | $184,243+73.4% | $145,877+119.1% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 7.94% | 29.01%-21.1pp | 28.82%-20.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,021 | $7,022-71.2% | $6,427-68.6% | $4,663-56.7% |
| Participant deferral / active EE | $10,060 | $9,807+2.6% | $9,132+10.2% | $6,691+50.4% |
| Admin fee / account holder | $1,989 | $16,382-87.9% | $13,914-85.7% | $13,402-85.2% |