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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 | $322,253 | $100,970+219.2% | $96,576+233.7% | $137,256+134.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 12.20% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,009 | $8,286+20.8% | $7,956+25.8% | $6,407+56.2% |
| Admin fee / account holder | $1,158 | $11,312-89.8% | $11,381-89.8% | $12,270-90.6% |