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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 | $363,940 | $217,432+67.4% | $185,851+95.8% | $167,553+117.2% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 4.41% | 148.43%-144.0pp | 122.11%-117.7pp | 478.89%-474.5pp |
| Employer contribution / active EE | $3,754 | $5,874-36.1% | $5,168-27.4% | $4,840-22.4% |
| Participant deferral / active EE | $6,401 | $6,357+0.7% | $5,569+15.0% | $6,343+0.9% |
| Admin fee / account holder | $32,478 | $19,820+63.9% | $16,245+99.9% | $12,316+163.7% |