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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 | $347,692 | $154,228+125.4% | $145,433+139.1% | $137,256+153.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.71% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $8,018 | $4,804+66.9% | $4,554+76.0% | $4,156+92.9% |
| Participant deferral / active EE | $13,944 | $8,216+69.7% | $7,897+76.6% | $6,407+117.6% |
| Admin fee / account holder | $217,693 | $14,344+1417.7% | $13,129+1558.1% | $12,270+1674.2% |