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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 | $356,996 | $185,312+92.6% | $161,489+121.1% | $154,746+130.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 6.08% | 103.84%-97.8pp | 89.72%-83.6pp | 172.34%-166.3pp |
| Employer contribution / active EE | $1,502 | $4,769-68.5% | $4,268-64.8% | $4,379-65.7% |
| Participant deferral / active EE | $10,213 | $6,350+60.8% | $5,630+81.4% | $6,730+51.7% |
| Admin fee / account holder | $2,719 | $18,654-85.4% | $16,006-83.0% | $14,365-81.1% |