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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 | $295,395 | $209,428+41.0% | $178,498+65.5% | $158,950+85.8% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 5.09% | 188.78%-183.7pp | 151.09%-146.0pp | 302.91%-297.8pp |
| Employer contribution / active EE | $1,499 | $5,707-73.7% | $5,011-70.1% | $4,762-68.5% |
| Participant deferral / active EE | $5,245 | $5,955-11.9% | $5,202+0.8% | $5,983-12.3% |
| Admin fee / account holder | $4,565 | $17,077-73.3% | $13,985-67.4% | $11,248-59.4% |