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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 | $323,440 | $183,627+76.1% | $155,602+107.9% | $145,978+121.6% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.69% | 61.32%-55.6pp | 64.81%-59.1pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,288 | $5,316-75.8% | $4,675-72.4% | $4,662-72.4% |
| Participant deferral / active EE | $8,662 | $6,466+34.0% | $5,629+53.9% | $6,690+29.5% |
| Admin fee / account holder | $12,937 | $19,327-33.1% | $15,923-18.8% | $13,400-3.5% |