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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 | $265,459 | $183,592+44.6% | $155,574+70.6% | $145,877+82.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.41% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $5,089 | $5,317-4.3% | $4,676+8.8% | $4,663+9.1% |
| Participant deferral / active EE | $9,021 | $6,466+39.5% | $5,629+60.2% | $6,691+34.8% |
| Admin fee / account holder | $20,319 | $19,316+5.2% | $15,914+27.7% | $13,402+51.6% |