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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 | $338,142 | $138,312+144.5% | $122,979+175.0% | $155,188+117.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 4.02% | 22.06%-18.0pp | 20.12%-16.1pp | 148.84%-144.8pp |
| Employer contribution / active EE | $819 | $3,530-76.8% | $3,062-73.3% | $4,248-80.7% |
| Participant deferral / active EE | $5,322 | $5,592-4.8% | $5,003+6.4% | $6,531-18.5% |
| Admin fee / account holder | $21,615 | $15,089+43.3% | $12,864+68.0% | $14,480+49.3% |