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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 | $268,387 | $165,399+62.3% | $149,745+79.2% | $158,982+68.8% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 5.37% | 348.34%-343.0pp | 276.72%-271.3pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,231 | $7,183+14.6% | $6,843+20.3% | $5,983+37.6% |
| Admin fee / account holder | $353 | $10,811-96.7% | $9,312-96.2% | $11,252-96.9% |