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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 | $382,805 | $154,228+148.2% | $145,433+163.2% | $137,256+178.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.79% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $6,591 | $4,804+37.2% | $4,554+44.7% | $4,156+58.6% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $3,936 | $14,344-72.6% | $13,129-70.0% | $12,270-67.9% |