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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 | $261,964 | $99,994+162.0% | $146,643+78.6% | $85,847+205.2% |
| Participation rate | 63.6% | 73.1%-9.4pp | 80.1%-16.4pp | 69.3%-5.7pp |
| Annual return | 9.02% | 18.93%-9.9pp | 22.75%-13.7pp | 318.61%-309.6pp |
| Employer contribution / active EE | $10,096 | $2,559+294.5% | $4,137+144.1% | $2,565+293.6% |
| Participant deferral / active EE | $5,571 | $4,006+39.1% | $5,506+1.2% | $3,952+41.0% |
| Admin fee / account holder | $8,508 | $7,703+10.5% | $10,280-17.2% | $6,261+35.9% |