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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 | $308,870 | $157,296+96.4% | $141,191+118.8% | $152,897+102.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 13.49% | 64.34%-50.8pp | 71.41%-57.9pp | 345.43%-331.9pp |
| Employer contribution / active EE | $3,202 | $5,262-39.2% | $4,736-32.4% | $4,764-32.8% |
| Participant deferral / active EE | $3,388 | $7,111-52.4% | $6,710-49.5% | $5,851-42.1% |
| Admin fee / account holder | $2,490 | $12,125-79.5% | $10,264-75.7% | $11,599-78.5% |