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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 | $253,075 | $88,672+185.4% | $105,223+140.5% | $82,448+207.0% |
| Participation rate | 63.0% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.1pp |
| Annual return | 10.45% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $3,178 | $3,048+4.3% | $3,689-13.8% | $2,551+24.6% |
| Participant deferral / active EE | $7,218 | $4,036+78.8% | $5,072+42.3% | $4,139+74.4% |
| Admin fee / account holder | $26,913 | $7,146+276.6% | $8,859+203.8% | $7,234+272.0% |