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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 | $328,498 | $160,028+105.3% | $147,080+123.3% | $145,884+125.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.40% | 98.60%-92.2pp | 420.17%-413.8pp | 551.85%-545.4pp |
| Employer contribution / active EE | $14,005 | $5,286+165.0% | $4,933+183.9% | $4,662+200.4% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $147,764 | $15,030+883.1% | $12,989+1037.6% | $13,392+1003.4% |