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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 | $276,452 | $154,228+79.2% | $145,433+90.1% | $137,256+101.4% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 11.52% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,415 | $4,804-70.5% | $4,554-68.9% | $4,156-65.9% |
| Participant deferral / active EE | $4,095 | $8,216-50.2% | $7,897-48.1% | $6,407-36.1% |
| Admin fee / account holder | $12,101 | $14,344-15.6% | $13,129-7.8% | $12,270-1.4% |