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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 | $209,336+31.3% | $197,124+39.4% | $137,256+100.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 8.98% | 48.09%-39.1pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $3,617 | $6,591-45.1% | $6,227-41.9% | $4,156-13.0% |
| Participant deferral / active EE | $6,962 | $9,614-27.6% | $9,135-23.8% | $6,407+8.7% |
| Admin fee / account holder | $55,472 | $17,308+220.5% | $16,298+240.4% | $12,270+352.1% |