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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 | $301,518 | $109,830+174.5% | $98,452+206.3% | $167,497+80.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 8.73% | 1957.04%-1948.3pp | 1492.96%-1484.2pp | 478.62%-469.9pp |
| Employer contribution / active EE | $1,463 | $3,224-54.6% | $2,960-50.6% | $4,838-69.8% |
| Participant deferral / active EE | $3,234 | $4,673-30.8% | $4,276-24.4% | $6,341-49.0% |
| Admin fee / account holder | $5,447 | $6,751-19.3% | $5,948-8.4% | $12,310-55.8% |