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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 | $305,138 | $102,595+197.4% | $94,057+224.4% | $154,746+97.2% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 8.05% | 583.42%-575.4pp | 480.62%-472.6pp | 172.34%-164.3pp |
| Employer contribution / active EE | $672 | $3,147-78.6% | $2,933-77.1% | $4,379-84.7% |
| Participant deferral / active EE | $6,477 | $5,118+26.5% | $4,709+37.5% | $6,730-3.8% |
| Admin fee / account holder | $1,063 | $7,736-86.3% | $7,244-85.3% | $14,365-92.6% |