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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 | $326,021 | $201,372+61.9% | $184,260+76.9% | $145,884+123.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.57% | 29.04%-24.5pp | 28.84%-24.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $1,774 | $7,024-74.7% | $6,427-72.4% | $4,662-61.9% |
| Participant deferral / active EE | $12,939 | $9,808+31.9% | $9,133+41.7% | $6,690+93.4% |
| Admin fee / account holder | $104,084 | $16,362+536.1% | $13,898+648.9% | $13,392+677.2% |