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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 | $342,012 | $202,460+68.9% | $169,385+101.9% | $139,456+145.2% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 7.30% | 532.07%-524.8pp | 405.82%-398.5pp | 373.45%-366.1pp |
| Employer contribution / active EE | $2,203 | $4,691-53.0% | $4,012-45.1% | $4,753-53.7% |
| Participant deferral / active EE | $3,328 | $6,938-52.0% | $6,221-46.5% | $6,711-50.4% |
| Admin fee / account holder | $2,886 | $10,719-73.1% | $9,011-68.0% | $11,407-74.7% |