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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 | $278,636 | $183,539+51.8% | $155,556+79.1% | $145,897+91.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 5.42% | 61.31%-55.9pp | 64.84%-59.4pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,377 | $5,315-74.1% | $4,675-70.5% | $4,663-70.5% |
| Participant deferral / active EE | $6,177 | $6,467-4.5% | $5,631+9.7% | $6,689-7.7% |
| Admin fee / account holder | $36,917 | $19,275+91.5% | $15,885+132.4% | $13,390+175.7% |