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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 | $201,344+32.9% | $184,243+45.3% | $145,877+83.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 2.41% | 29.01%-26.6pp | 28.82%-26.4pp | 551.28%-548.9pp |
| Employer contribution / active EE | $8,500 | $7,022+21.0% | $6,427+32.3% | $4,663+82.3% |
| Participant deferral / active EE | $12,100 | $9,807+23.4% | $9,132+32.5% | $6,691+80.9% |
| Admin fee / account holder | $50,842 | $16,382+210.4% | $13,914+265.4% | $13,402+279.4% |