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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 | $267,654 | $201,259+33.0% | $184,200+45.3% | $145,959+83.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 2.41% | 28.98%-26.6pp | 28.80%-26.4pp | 561.95%-559.5pp |
| Employer contribution / active EE | $8,500 | $7,018+21.1% | $6,424+32.3% | $4,661+82.4% |
| Participant deferral / active EE | $12,100 | $9,806+23.4% | $9,132+32.5% | $6,689+80.9% |
| Admin fee / account holder | $50,842 | $16,372+210.5% | $13,907+265.6% | $13,398+279.5% |