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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% | $155,567+70.6% | $145,959+81.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.41% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $5,089 | $5,315-4.2% | $4,674+8.9% | $4,661+9.2% |
| Participant deferral / active EE | $9,021 | $6,464+39.5% | $5,628+60.3% | $6,689+34.9% |
| Admin fee / account holder | $20,319 | $19,318+5.2% | $15,916+27.7% | $13,398+51.7% |