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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 | $254,677 | $155,555+63.7% | $146,866+73.4% | $155,188+64.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 7.46% | 115.41%-108.0pp | 102.85%-95.4pp | 148.84%-141.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,400 | $8,044+54.1% | $7,759+59.8% | $6,531+89.9% |
| Admin fee / account holder | $256,945 | $14,755+1641.4% | $13,620+1786.5% | $14,480+1674.5% |