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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 | $268,059 | $160,040+67.5% | $147,096+82.2% | $145,877+83.8% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 6.39% | 98.49%-92.1pp | 419.75%-413.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $2,871 | $5,289-45.7% | $4,936-41.8% | $4,663-38.4% |
| Participant deferral / active EE | $9,502 | $8,429+12.7% | $8,071+17.7% | $6,691+42.0% |
| Admin fee / account holder | $2,656 | $15,050-82.4% | $13,005-79.6% | $13,402-80.2% |