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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 | $279,580 | $156,398+78.8% | $147,318+89.8% | $138,895+101.3% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 11.37% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,967 | $8,237+69.6% | $7,906+76.7% | $6,396+118.4% |
| Admin fee / account holder | $3,724 | $14,976-75.1% | $13,708-72.8% | $12,562-70.4% |