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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 | $255,185 | $197,603+29.1% | $177,827+43.5% | $158,950+60.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 3.84% | 58.76%-54.9pp | 48.32%-44.5pp | 302.91%-299.1pp |
| Employer contribution / active EE | $2,397 | $6,698-64.2% | $5,918-59.5% | $4,762-49.7% |
| Participant deferral / active EE | $8,830 | $8,404+5.1% | $7,713+14.5% | $5,983+47.6% |
| Admin fee / account holder | $1,321 | $15,402-91.4% | $12,429-89.4% | $11,248-88.3% |