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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 | $352,072 | $156,398+125.1% | $147,318+139.0% | $138,895+153.5% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 11.95% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,795 | $4,853-63.0% | $4,593-60.9% | $4,194-57.2% |
| Participant deferral / active EE | $4,444 | $8,237-46.0% | $7,906-43.8% | $6,396-30.5% |
| Admin fee / account holder | $26,657 | $14,976+78.0% | $13,708+94.5% | $12,562+112.2% |