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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 | $339,793 | $185,312+83.4% | $161,489+110.4% | $154,746+119.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 10.01% | 103.84%-93.8pp | 89.72%-79.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $8,601 | $4,769+80.3% | $4,268+101.5% | $4,379+96.4% |
| Participant deferral / active EE | $7,595 | $6,350+19.6% | $5,630+34.9% | $6,730+12.8% |
| Admin fee / account holder | $1,449 | $18,654-92.2% | $16,006-91.0% | $14,365-89.9% |