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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 | $404,208 | $155,555+159.8% | $146,866+175.2% | $155,188+160.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 5.24% | 115.41%-110.2pp | 102.85%-97.6pp | 148.84%-143.6pp |
| Employer contribution / active EE | $4,826 | $4,647+3.9% | $4,425+9.1% | $4,248+13.6% |
| Participant deferral / active EE | $22,441 | $8,044+179.0% | $7,759+189.2% | $6,531+243.6% |
| Admin fee / account holder | $20,615 | $14,755+39.7% | $13,620+51.4% | $14,480+42.4% |