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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 | $287,224 | $174,379+64.7% | $152,093+88.8% | $138,895+106.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 2.83% | 74.86%-72.0pp | 66.36%-63.5pp | 145.39%-142.6pp |
| Employer contribution / active EE | $7,794 | $4,652+67.6% | $4,175+86.7% | $4,194+85.8% |
| Participant deferral / active EE | $7,663 | $6,159+24.4% | $5,451+40.6% | $6,396+19.8% |
| Admin fee / account holder | $2,173 | $16,880-87.1% | $14,497-85.0% | $12,562-82.7% |