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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 | $255,430 | $183,539+39.2% | $155,556+64.2% | $145,897+75.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.68% | 61.31%-52.6pp | 64.84%-56.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $7,500 | $5,315+41.1% | $4,675+60.4% | $4,663+60.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,404 | $19,275-82.3% | $15,885-78.6% | $13,390-74.6% |