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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 | $255,891 | $61,125+318.6% | $94,057+172.1% | $87,485+192.5% |
| Participation rate | 66.0% | 64.1%+1.9pp | 73.3%-7.4pp | 68.9%-3.0pp |
| Annual return | 11.13% | 35.20%-24.1pp | 480.62%-469.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $3,107 | $2,136+45.4% | $2,933+5.9% | $2,596+19.7% |
| Participant deferral / active EE | $8,941 | $3,260+174.3% | $4,709+89.9% | $4,274+109.2% |
| Admin fee / account holder | $32,777 | $5,629+482.3% | $7,244+352.4% | $7,775+321.6% |