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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 | $273,855 | $183,592+49.2% | $155,574+76.0% | $145,877+87.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 7.91% | 61.37%-53.5pp | 64.87%-57.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,518 | $5,317-71.4% | $4,676-67.5% | $4,663-67.4% |
| Participant deferral / active EE | $4,106 | $6,466-36.5% | $5,629-27.1% | $6,691-38.6% |
| Admin fee / account holder | $9,264 | $19,316-52.0% | $15,914-41.8% | $13,402-30.9% |