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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 | $372,446 | $223,823+66.4% | $211,142+76.4% | $154,746+140.7% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 4.77% | 50.39%-45.6pp | 46.84%-42.1pp | 172.34%-167.6pp |
| Employer contribution / active EE | $1,625 | $6,787-76.1% | $6,442-74.8% | $4,379-62.9% |
| Participant deferral / active EE | $3,384 | $9,750-65.3% | $9,284-63.6% | $6,730-49.7% |
| Admin fee / account holder | $372 | $19,707-98.1% | $19,076-98.1% | $14,365-97.4% |