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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 | $256,772 | $202,342+26.9% | $172,753+48.6% | $152,909+67.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 2.06% | 1029.88%-1027.8pp | 803.00%-800.9pp | 345.46%-343.4pp |
| Employer contribution / active EE | $1,631 | $5,857-72.1% | $5,144-68.3% | $4,764-65.8% |
| Participant deferral / active EE | $2,477 | $5,948-58.4% | $5,198-52.3% | $5,851-57.7% |
| Admin fee / account holder | $9,415 | $17,112-45.0% | $13,956-32.5% | $11,601-18.8% |