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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 | $271,409 | $86,940+212.2% | $102,434+165.0% | $80,935+235.3% |
| Participation rate | 69.2% | 72.4%-3.2pp | 76.5%-7.3pp | 67.7%+1.6pp |
| Annual return | 10.38% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $4,058 | $2,370+71.2% | $3,023+34.2% | $2,757+47.2% |
| Participant deferral / active EE | $8,147 | $4,121+97.7% | $5,055+61.2% | $4,299+89.5% |
| Admin fee / account holder | $23,783 | $8,047+195.6% | $9,462+151.4% | $6,924+243.5% |