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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 | $160,040+73.9% | $147,096+89.2% | $145,877+90.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 9.22% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,714 | $5,289-29.8% | $4,936-24.8% | $4,663-20.4% |
| Participant deferral / active EE | $9,107 | $8,429+8.0% | $8,071+12.8% | $6,691+36.1% |
| Admin fee / account holder | $3,760 | $15,050-75.0% | $13,005-71.1% | $13,402-71.9% |