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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 | $269,281 | $202,342+33.1% | $172,752+55.9% | $152,897+76.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 11.95% | 1029.83%-1017.9pp | 802.97%-791.0pp | 345.43%-333.5pp |
| Employer contribution / active EE | $2,574 | $5,858-56.1% | $5,144-50.0% | $4,764-46.0% |
| Participant deferral / active EE | $6,750 | $5,948+13.5% | $5,198+29.9% | $5,851+15.4% |
| Admin fee / account holder | $2,104 | $17,111-87.7% | $13,955-84.9% | $11,599-81.9% |