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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 | $258,436 | $172,111+50.2% | $150,298+71.9% | $137,256+88.3% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 5.64% | 69.37%-63.7pp | 62.79%-57.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $2,335 | $4,636-49.6% | $4,154-43.8% | $4,156-43.8% |
| Participant deferral / active EE | $7,737 | $6,166+25.5% | $5,453+41.9% | $6,407+20.8% |
| Admin fee / account holder | $127,970 | $16,471+676.9% | $14,116+806.6% | $12,270+942.9% |