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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 | $297,544 | $176,120+68.9% | $159,487+86.6% | $167,553+77.6% |
| Participation rate | 35.3% | 85.0%-49.7pp | 82.8%-47.5pp | 82.1%-46.8pp |
| Annual return | 9.37% | 331.95%-322.6pp | 263.71%-254.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $1,219 | $5,299-77.0% | $4,831-74.8% | $4,840-74.8% |
| Participant deferral / active EE | $3,079 | $7,752-60.3% | $7,354-58.1% | $6,343-51.5% |
| Admin fee / account holder | $4,542 | $12,561-63.8% | $10,804-58.0% | $12,316-63.1% |