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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 | $251,020 | $102,422+145.1% | $147,117+70.6% | $80,959+210.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 11.82% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,319 | $3,717-10.7% | $4,932-32.7% | $2,757+20.4% |
| Participant deferral / active EE | $8,047 | $6,652+21.0% | $8,065-0.2% | $4,300+87.1% |
| Admin fee / account holder | $1,366 | $7,953-82.8% | $12,993-89.5% | $6,925-80.3% |