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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 | $199,109+59.0% | $173,730+82.2% | $154,746+104.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 7.06% | 20.02%-13.0pp | 19.96%-12.9pp | 172.34%-165.3pp |
| Employer contribution / active EE | $3,155 | $5,311-40.6% | $4,577-31.1% | $4,379-28.0% |
| Participant deferral / active EE | $2,306 | $7,113-67.6% | $6,326-63.6% | $6,730-65.7% |
| Admin fee / account holder | $7,286 | $20,916-65.2% | $17,523-58.4% | $14,365-49.3% |