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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 | $302,115 | $217,432+38.9% | $185,849+62.6% | $167,536+80.3% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 4.12% | 148.42%-144.3pp | 122.10%-118.0pp | 478.82%-474.7pp |
| Employer contribution / active EE | $2,167 | $5,875-63.1% | $5,169-58.1% | $4,839-55.2% |
| Participant deferral / active EE | $7,583 | $6,357+19.3% | $5,569+36.2% | $6,342+19.6% |
| Admin fee / account holder | $9,858 | $19,818-50.3% | $16,244-39.3% | $12,315-19.9% |