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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 | $274,092 | $101,795+169.3% | $165,100+66.0% | $80,959+238.6% |
| Participation rate | 69.4% | 71.8%-2.4pp | 78.6%-9.2pp | 67.7%+1.8pp |
| Annual return | 9.21% | 16.73%-7.5pp | 70.21%-61.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $3,331 | $2,954+12.8% | $4,348-23.4% | $2,757+20.8% |
| Participant deferral / active EE | $7,228 | $4,476+61.5% | $6,035+19.8% | $4,300+68.1% |
| Admin fee / account holder | $5,904 | $8,221-28.2% | $12,696-53.5% | $6,925-14.7% |