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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 | $345,271 | $108,922+217.0% | $100,398+243.9% | $145,978+136.5% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 9.74% | 58.04%-48.3pp | 49.32%-39.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,036 | $4,426-54.0% | $3,946-48.4% | $4,662-56.3% |
| Participant deferral / active EE | $2,656 | $8,450-68.6% | $8,084-67.1% | $6,690-60.3% |
| Admin fee / account holder | $2,725 | $9,680-71.9% | $7,893-65.5% | $13,400-79.7% |