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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 | $75,541+431.3% | $152,093+163.9% | $82,637+385.6% |
| Participation rate | 69.0% | 66.5%+2.4pp | 77.8%-8.8pp | 68.1%+0.9pp |
| Annual return | 9.98% | 32.56%-22.6pp | 66.36%-56.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $18,603 | $2,622+609.4% | $4,175+345.6% | $2,552+628.9% |
| Participant deferral / active EE | $9,660 | $3,206+201.3% | $5,451+77.2% | $4,126+134.1% |
| Admin fee / account holder | $12,568 | $6,405+96.2% | $14,497-13.3% | $7,339+71.3% |