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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 | $289,295 | $117,846+145.5% | $102,434+182.4% | $145,884+98.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.20% | 31.90%-23.7pp | 29.46%-21.3pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,266 | $3,615-37.3% | $3,023-25.0% | $4,662-51.4% |
| Participant deferral / active EE | $5,097 | $5,733-11.1% | $5,055+0.8% | $6,690-23.8% |
| Admin fee / account holder | $2,397 | $13,356-82.1% | $9,462-74.7% | $13,392-82.1% |