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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 | $292,404 | $212,386+37.7% | $199,883+46.3% | $138,895+110.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 10.85% | 47.75%-36.9pp | 43.81%-33.0pp | 145.39%-134.5pp |
| Employer contribution / active EE | $23,426 | $6,625+253.6% | $6,261+274.1% | $4,194+458.5% |
| Participant deferral / active EE | $14,127 | $9,617+46.9% | $9,138+54.6% | $6,396+120.9% |
| Admin fee / account holder | $24,564 | $18,233+34.7% | $17,268+42.3% | $12,562+95.5% |