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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 | $384,319 | $154,228+149.2% | $145,433+164.3% | $137,256+180.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.99% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,849 | $4,804-40.7% | $4,554-37.4% | $4,156-31.4% |
| Participant deferral / active EE | $9,853 | $8,216+19.9% | $7,897+24.8% | $6,407+53.8% |
| Admin fee / account holder | $28,839 | $14,344+101.1% | $13,129+119.7% | $12,270+135.0% |