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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 | $312,622 | $197,625+58.2% | $177,840+75.8% | $158,966+96.7% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.7%-43.3pp | 82.0%-37.5pp |
| Annual return | 5.91% | 58.76%-52.9pp | 48.32%-42.4pp | 302.95%-297.0pp |
| Employer contribution / active EE | $1,651 | $6,698-75.3% | $5,919-72.1% | $4,762-65.3% |
| Participant deferral / active EE | $6,384 | $8,405-24.0% | $7,714-17.2% | $5,983+6.7% |
| Admin fee / account holder | $462 | $15,405-97.0% | $12,431-96.3% | $11,250-95.9% |