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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 | $274,888 | $223,823+22.8% | $211,142+30.2% | $154,746+77.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 8.98% | 50.39%-41.4pp | 46.84%-37.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $3,617 | $6,787-46.7% | $6,442-43.8% | $4,379-17.4% |
| Participant deferral / active EE | $6,962 | $9,750-28.6% | $9,284-25.0% | $6,730+3.4% |
| Admin fee / account holder | $55,472 | $19,707+181.5% | $19,076+190.8% | $14,365+286.2% |