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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 | $81,331+390.8% | $155,534+156.7% | $80,935+393.2% |
| Participation rate | 68.6% | 66.3%+2.3pp | 78.2%-9.6pp | 67.7%+0.9pp |
| Annual return | 8.05% | 33.37%-25.3pp | 64.92%-56.9pp | 35.66%-27.6pp |
| Employer contribution / active EE | $5,537 | $3,105+78.3% | $4,675+18.4% | $2,757+100.9% |
| Participant deferral / active EE | $8,385 | $3,454+142.7% | $5,630+48.9% | $4,299+95.0% |
| Admin fee / account holder | $27,162 | $7,999+239.6% | $15,900+70.8% | $6,924+292.3% |