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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 | $327,869 | $156,398+109.6% | $147,318+122.6% | $138,895+136.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 9.76% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $2,772 | $4,853-42.9% | $4,593-39.6% | $4,194-33.9% |
| Participant deferral / active EE | $5,902 | $8,237-28.4% | $7,906-25.4% | $6,396-7.7% |
| Admin fee / account holder | $4,704 | $14,976-68.6% | $13,708-65.7% | $12,562-62.6% |