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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 | $303,658 | $175,259+73.3% | $149,723+102.8% | $139,487+117.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 7.71% | 166.82%-159.1pp | 134.50%-126.8pp | 373.84%-366.1pp |
| Employer contribution / active EE | $5,600 | $5,478+2.2% | $4,821+16.2% | $4,755+17.8% |
| Participant deferral / active EE | $14,570 | $6,522+123.4% | $5,682+156.4% | $6,713+117.1% |
| Admin fee / account holder | $738 | $16,158-95.4% | $13,215-94.4% | $11,407-93.5% |