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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 | $317,926 | $162,136+96.1% | $152,301+108.7% | $154,746+105.5% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 10.47% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.9pp |
| Employer contribution / active EE | $3,480 | $4,890-28.8% | $4,624-24.7% | $4,379-20.5% |
| Participant deferral / active EE | $8,499 | $8,341+1.9% | $8,004+6.2% | $6,730+26.3% |
| Admin fee / account holder | $14,530 | $15,759-7.8% | $14,398+0.9% | $14,365+1.1% |