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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 | $156,398+87.1% | $147,318+98.6% | $138,895+110.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 11.56% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $3,840 | $4,853-20.9% | $4,593-16.4% | $4,194-8.4% |
| Participant deferral / active EE | $9,450 | $8,237+14.7% | $7,906+19.5% | $6,396+47.7% |
| Admin fee / account holder | $26,481 | $14,976+76.8% | $13,708+93.2% | $12,562+110.8% |