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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 | $76,407+425.2% | $150,298+167.0% | $82,448+386.8% |
| Participation rate | 69.0% | 66.4%+2.6pp | 77.8%-8.8pp | 68.1%+0.9pp |
| Annual return | 9.98% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $18,603 | $2,614+611.7% | $4,154+347.8% | $2,551+629.3% |
| Participant deferral / active EE | $9,660 | $3,214+200.5% | $5,453+77.2% | $4,139+133.4% |
| Admin fee / account holder | $12,568 | $6,352+97.9% | $14,116-11.0% | $7,234+73.7% |