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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 | $293,336 | $211,224+38.9% | $178,505+64.3% | $145,897+101.1% |
| Participation rate | 64.7% | 80.8%-16.1pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 7.44% | 30.28%-22.8pp | 27.16%-19.7pp | 552.29%-544.9pp |
| Employer contribution / active EE | $2,821 | $4,577-38.4% | $3,955-28.7% | $4,663-39.5% |
| Participant deferral / active EE | $3,269 | $6,966-53.1% | $6,280-48.0% | $6,689-51.1% |
| Admin fee / account holder | $38,463 | $12,109+217.6% | $10,428+268.9% | $13,390+187.2% |