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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 | $399,191 | $81,276+391.2% | $155,574+156.6% | $80,925+393.3% |
| Participation rate | 68.6% | 66.2%+2.3pp | 78.2%-9.6pp | 67.7%+0.9pp |
| Annual return | 8.05% | 33.36%-25.3pp | 64.87%-56.8pp | 35.65%-27.6pp |
| Employer contribution / active EE | $5,537 | $3,103+78.4% | $4,676+18.4% | $2,756+100.9% |
| Participant deferral / active EE | $8,385 | $3,453+142.8% | $5,629+48.9% | $4,299+95.1% |
| Admin fee / account holder | $27,162 | $7,993+239.8% | $15,914+70.7% | $6,940+291.4% |