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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 | $323,955 | $81,262+298.7% | $155,602+108.2% | $80,911+300.4% |
| Participation rate | 69.5% | 66.2%+3.3pp | 78.2%-8.7pp | 67.6%+1.8pp |
| Annual return | 9.65% | 33.34%-23.7pp | 64.81%-55.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $19,818 | $3,102+538.9% | $4,675+323.9% | $2,756+619.1% |
| Participant deferral / active EE | $9,689 | $3,451+180.7% | $5,629+72.1% | $4,297+125.5% |
| Admin fee / account holder | $14,449 | $7,992+80.8% | $15,923-9.3% | $6,935+108.4% |