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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 | $306,841 | $209,422+46.5% | $178,503+71.9% | $158,982+93.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 5.15% | 188.81%-183.7pp | 151.12%-146.0pp | 302.99%-297.8pp |
| Employer contribution / active EE | $1,745 | $5,707-69.4% | $5,011-65.2% | $4,763-63.4% |
| Participant deferral / active EE | $5,550 | $5,955-6.8% | $5,202+6.7% | $5,983-7.2% |
| Admin fee / account holder | $3,402 | $17,079-80.1% | $13,987-75.7% | $11,252-69.8% |