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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 | $201,264+58.8% | $184,185+73.5% | $145,978+118.9% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 7.94% | 29.00%-21.1pp | 28.81%-20.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $2,021 | $7,021-71.2% | $6,426-68.5% | $4,662-56.6% |
| Participant deferral / active EE | $10,060 | $9,806+2.6% | $9,132+10.2% | $6,690+50.4% |
| Admin fee / account holder | $1,989 | $16,376-87.9% | $13,909-85.7% | $13,400-85.2% |