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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 | $305,167 | $101,618+200.3% | $93,063+227.9% | $137,256+122.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 9.00% | 223.95%-214.9pp | 34.15%-25.2pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,090 | $2,707-22.8% | $2,476-15.6% | $4,156-49.7% |
| Participant deferral / active EE | $9,348 | $4,279+118.5% | $3,958+136.2% | $6,407+45.9% |
| Admin fee / account holder | $5,444 | $6,198-12.2% | $6,033-9.8% | $12,270-55.6% |