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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 | $401,317 | $86,050+366.4% | $189,758+111.5% | $94,015+326.9% |
| Participation rate | 69.0% | 68.9%+0.1pp | 79.8%-10.8pp | 70.8%-1.9pp |
| Annual return | 9.98% | 17.77%-7.8pp | 52.62%-42.6pp | 17.84%-7.9pp |
| Employer contribution / active EE | $18,603 | $2,819+559.9% | $4,767+290.3% | $2,790+566.8% |
| Participant deferral / active EE | $9,660 | $3,349+188.5% | $5,856+65.0% | $4,249+127.3% |
| Admin fee / account holder | $12,568 | $6,627+89.7% | $20,388-38.4% | $8,951+40.4% |