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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 | $272,731 | $175,231+55.6% | $149,696+82.2% | $139,466+95.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 4.54% | 166.77%-162.2pp | 134.46%-129.9pp | 373.66%-369.1pp |
| Employer contribution / active EE | $3,775 | $5,478-31.1% | $4,821-21.7% | $4,754-20.6% |
| Participant deferral / active EE | $8,079 | $6,521+23.9% | $5,682+42.2% | $6,712+20.4% |
| Admin fee / account holder | $1,454 | $16,155-91.0% | $13,212-89.0% | $11,409-87.3% |