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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 | $324,037 | $63,703+408.7% | $93,063+248.2% | $82,448+293.0% |
| Participation rate | 68.6% | 63.8%+4.7pp | 72.1%-3.5pp | 68.1%+0.5pp |
| Annual return | 12.23% | -775.43%+787.7pp | 34.15%-21.9pp | 41.64%-29.4pp |
| Employer contribution / active EE | $5,872 | $1,729+239.7% | $2,476+137.1% | $2,551+130.2% |
| Participant deferral / active EE | $6,278 | $2,919+115.1% | $3,958+58.6% | $4,139+51.7% |
| Admin fee / account holder | $82,309 | $5,982+1275.9% | $6,033+1264.3% | $7,234+1037.8% |