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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 | $275,497 | $156,398+76.2% | $147,318+87.0% | $138,895+98.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.52% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $6,030 | $4,853+24.2% | $4,593+31.3% | $4,194+43.8% |
| Participant deferral / active EE | $8,233 | $8,2370% | $7,906+4.1% | $6,396+28.7% |
| Admin fee / account holder | $2,187 | $14,976-85.4% | $13,708-84.0% | $12,562-82.6% |