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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 | $272,361 | $106,749+155.1% | $145,433+87.3% | $82,448+230.3% |
| Participation rate | 61.9% | 75.6%-13.7pp | 82.1%-20.2pp | 68.1%-6.2pp |
| Annual return | 11.98% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $3,665 | $3,444+6.4% | $4,554-19.5% | $2,551+43.7% |
| Participant deferral / active EE | $10,142 | $6,519+55.6% | $7,897+28.4% | $4,139+145.0% |
| Admin fee / account holder | $11,168 | $8,390+33.1% | $13,129-14.9% | $7,234+54.4% |