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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 | $316,535 | $178,174+77.7% | $156,181+102.7% | $137,256+130.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 7.06% | 84.19%-77.1pp | 64.87%-57.8pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,155 | $4,972-36.5% | $4,294-26.5% | $4,156-24.1% |
| Participant deferral / active EE | $2,306 | $6,888-66.5% | $6,132-62.4% | $6,407-64.0% |
| Admin fee / account holder | $7,286 | $17,404-58.1% | $14,586-50.0% | $12,270-40.6% |