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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 | $278,346 | $160,070+73.9% | $147,117+89.2% | $145,897+90.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 9.22% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,714 | $5,285-29.7% | $4,932-24.7% | $4,663-20.3% |
| Participant deferral / active EE | $9,107 | $8,419+8.2% | $8,065+12.9% | $6,689+36.1% |
| Admin fee / account holder | $3,760 | $15,035-75.0% | $12,993-71.1% | $13,390-71.9% |