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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 | $253,582 | $88,815+185.5% | $81,882+209.7% | $145,897+73.8% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 6.41% | 1033.75%-1027.3pp | 779.47%-773.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $2,010 | $3,086-34.9% | $2,916-31.1% | $4,663-56.9% |
| Participant deferral / active EE | $4,777 | $4,647+2.8% | $4,323+10.5% | $6,689-28.6% |
| Admin fee / account holder | $16,846 | $8,434+99.7% | $7,360+128.9% | $13,390+25.8% |