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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 | $283,355 | $178,174+59.0% | $156,181+81.4% | $137,256+106.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 6.17% | 84.19%-78.0pp | 64.87%-58.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $3,249 | $4,972-34.7% | $4,294-24.3% | $4,156-21.8% |
| Participant deferral / active EE | $7,887 | $6,888+14.5% | $6,132+28.6% | $6,407+23.1% |
| Admin fee / account holder | $1,031 | $17,404-94.1% | $14,586-92.9% | $12,270-91.6% |