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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 | $308,597 | $154,228+100.1% | $145,433+112.2% | $137,256+124.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 12.40% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $4,987 | $4,804+3.8% | $4,554+9.5% | $4,156+20.0% |
| Participant deferral / active EE | $10,888 | $8,216+32.5% | $7,897+37.9% | $6,407+70.0% |
| Admin fee / account holder | $65,499 | $14,344+356.6% | $13,129+398.9% | $12,270+433.8% |