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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 | $256,853 | $51,638+397.4% | $129,406+98.5% | $80,959+217.3% |
| Participation rate | 69.5% | 56.9%+12.6pp | 69.6%-0.2pp | 67.7%+1.8pp |
| Annual return | 11.04% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $6,236 | $1,584+293.8% | $4,155+50.1% | $2,757+126.2% |
| Participant deferral / active EE | $11,955 | $2,670+347.8% | $4,167+186.9% | $4,300+178.0% |
| Admin fee / account holder | $2,942 | $4,313-31.8% | $7,689-61.7% | $6,925-57.5% |