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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 | $278,687 | $178,174+56.4% | $156,181+78.4% | $137,256+103.0% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 3.54% | 84.19%-80.6pp | 64.87%-61.3pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,924 | $4,972-61.3% | $4,294-55.2% | $4,156-53.7% |
| Participant deferral / active EE | $6,266 | $6,888-9.0% | $6,132+2.2% | $6,407-2.2% |
| Admin fee / account holder | $31,377 | $17,404+80.3% | $14,586+115.1% | $12,270+155.7% |