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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 | $327,474 | $172,111+90.3% | $150,298+117.9% | $137,256+138.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 6.18% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $2,618 | $4,636-43.5% | $4,154-37.0% | $4,156-37.0% |
| Participant deferral / active EE | $5,439 | $6,166-11.8% | $5,453-0.2% | $6,407-15.1% |
| Admin fee / account holder | $4,067 | $16,471-75.3% | $14,116-71.2% | $12,270-66.9% |