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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 | $78,690+410.0% | $161,489+148.5% | $87,485+358.7% |
| Participation rate | 69.0% | 67.5%+1.5pp | 78.7%-9.7pp | 68.9%0pp |
| Annual return | 9.98% | 32.74%-22.8pp | 89.72%-79.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $18,603 | $2,588+618.8% | $4,268+335.8% | $2,596+616.5% |
| Participant deferral / active EE | $9,660 | $3,311+191.8% | $5,630+71.6% | $4,274+126.0% |
| Admin fee / account holder | $12,568 | $6,724+86.9% | $16,006-21.5% | $7,775+61.7% |