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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 | $369,993 | $159,978+131.3% | $147,041+151.6% | $145,978+153.5% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 7.85% | 98.36%-90.5pp | 419.21%-411.4pp | 550.52%-542.7pp |
| Employer contribution / active EE | $3,360 | $5,288-36.5% | $4,935-31.9% | $4,662-27.9% |
| Participant deferral / active EE | $9,583 | $8,429+13.7% | $8,071+18.7% | $6,690+43.3% |
| Admin fee / account holder | $18,245 | $15,053+21.2% | $13,006+40.3% | $13,400+36.2% |