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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 | $367,684 | $111,535+229.7% | $105,223+249.4% | $137,256+167.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 11.14% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $5,871 | $3,939+49.0% | $3,689+59.2% | $4,156+41.3% |
| Participant deferral / active EE | $6,661 | $5,500+21.1% | $5,072+31.3% | $6,407+4.0% |
| Admin fee / account holder | $9,110 | $9,721-6.3% | $8,859+2.8% | $12,270-25.8% |