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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 | $281,124 | $155,555+80.7% | $146,866+91.4% | $155,188+81.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 8.99% | 115.41%-106.4pp | 102.85%-93.9pp | 148.84%-139.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,979 | $8,044-0.8% | $7,759+2.8% | $6,531+22.2% |
| Admin fee / account holder | $32,700 | $14,755+121.6% | $13,620+140.1% | $14,480+125.8% |