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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 | $296,300 | $185,312+59.9% | $161,489+83.5% | $154,746+91.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 9.61% | 103.84%-94.2pp | 89.72%-80.1pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,175 | $4,769-75.4% | $4,268-72.5% | $4,379-73.2% |
| Participant deferral / active EE | $4,249 | $6,350-33.1% | $5,630-24.5% | $6,730-36.9% |
| Admin fee / account holder | $39,874 | $18,654+113.8% | $16,006+149.1% | $14,365+177.6% |