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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 | $274,618 | $183,592+49.6% | $155,574+76.5% | $145,877+88.3% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 4.70% | 61.37%-56.7pp | 64.87%-60.2pp | 551.28%-546.6pp |
| Employer contribution / active EE | $1,728 | $5,317-67.5% | $4,676-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $4,320 | $6,466-33.2% | $5,629-23.3% | $6,691-35.4% |
| Admin fee / account holder | $3,362 | $19,316-82.6% | $15,914-78.9% | $13,402-74.9% |