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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 | $289,424 | $160,040+80.8% | $147,096+96.8% | $145,877+98.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.78% | 98.49%-90.7pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,854 | $5,289-65.0% | $4,936-62.4% | $4,663-60.2% |
| Participant deferral / active EE | $8,080 | $8,429-4.1% | $8,071+0.1% | $6,691+20.8% |
| Admin fee / account holder | $12,590 | $15,050-16.3% | $13,005-3.2% | $13,402-6.1% |