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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 | $289,869 | $88,672+226.9% | $105,223+175.5% | $82,448+251.6% |
| Participation rate | 62.3% | 67.9%-5.6pp | 75.0%-12.7pp | 68.1%-5.7pp |
| Annual return | 12.12% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $5,737 | $3,048+88.2% | $3,689+55.5% | $2,551+124.9% |
| Participant deferral / active EE | $4,451 | $4,036+10.3% | $5,072-12.2% | $4,139+7.5% |
| Admin fee / account holder | $8,673 | $7,146+21.4% | $8,859-2.1% | $7,234+19.9% |