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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 | $360,000 | $162,529+121.5% | $130,788+175.3% | $154,746+132.6% |
| Participation rate | 42.9% | 75.9%-33.0pp | 70.1%-27.2pp | 80.7%-37.8pp |
| Annual return | 4.14% | 510.48%-506.3pp | 386.44%-382.3pp | 172.34%-168.2pp |
| Employer contribution / active EE | $4,915 | $4,447+10.5% | $3,558+38.1% | $4,379+12.2% |
| Participant deferral / active EE | $7,713 | $4,808+60.4% | $4,137+86.4% | $6,730+14.6% |
| Admin fee / account holder | $329 | $7,669-95.7% | $6,673-95.1% | $14,365-97.7% |