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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 | $340,729 | $183,539+85.6% | $155,556+119.0% | $145,897+133.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 3.89% | 61.31%-57.4pp | 64.84%-61.0pp | 552.29%-548.4pp |
| Employer contribution / active EE | $4,507 | $5,315-15.2% | $4,675-3.6% | $4,663-3.3% |
| Participant deferral / active EE | $17,833 | $6,467+175.8% | $5,631+216.7% | $6,689+166.6% |
| Admin fee / account holder | $11,479 | $19,275-40.4% | $15,885-27.7% | $13,390-14.3% |