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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 | $255,547 | $88,672+188.2% | $105,223+142.9% | $82,448+210.0% |
| Participation rate | 64.8% | 67.9%-3.1pp | 75.0%-10.2pp | 68.1%-3.3pp |
| Annual return | 11.61% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $6,237 | $3,048+104.6% | $3,689+69.1% | $2,551+144.5% |
| Participant deferral / active EE | $8,579 | $4,036+112.6% | $5,072+69.1% | $4,139+107.3% |
| Admin fee / account holder | $29,665 | $7,146+315.1% | $8,859+234.9% | $7,234+310.1% |