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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 | $370,207 | $148,623+149.1% | $135,974+172.3% | $139,466+165.4% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 3.83% | 79.30%-75.5pp | 68.30%-64.5pp | 373.66%-369.8pp |
| Employer contribution / active EE | $3,486 | $5,246-33.6% | $4,859-28.3% | $4,754-26.7% |
| Participant deferral / active EE | $8,060 | $8,103-0.5% | $7,760+3.9% | $6,712+20.1% |
| Admin fee / account holder | $11,266 | $12,406-9.2% | $10,767+4.6% | $11,409-1.3% |