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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 | $357,423 | $124,425+187.3% | $112,040+219.0% | $137,256+160.4% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 8.85% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $2,487 | $3,411-27.1% | $2,954-15.8% | $4,156-40.2% |
| Participant deferral / active EE | $2,907 | $5,718-49.2% | $5,098-43.0% | $6,407-54.6% |
| Admin fee / account holder | $11,338 | $15,207-25.4% | $12,098-6.3% | $12,270-7.6% |