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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 | $292,634 | $154,228+89.7% | $145,433+101.2% | $137,256+113.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 11.56% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,840 | $4,804-20.1% | $4,554-15.7% | $4,156-7.6% |
| Participant deferral / active EE | $9,450 | $8,216+15.0% | $7,897+19.7% | $6,407+47.5% |
| Admin fee / account holder | $26,481 | $14,344+84.6% | $13,129+101.7% | $12,270+115.8% |