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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 | $109,905+174.3% | $98,506+206.1% | $167,553+80.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 8.73% | 1960.20%-1951.5pp | 1494.92%-1486.2pp | 478.89%-470.2pp |
| Employer contribution / active EE | $1,463 | $3,226-54.6% | $2,961-50.6% | $4,840-69.8% |
| Participant deferral / active EE | $3,234 | $4,674-30.8% | $4,277-24.4% | $6,343-49.0% |
| Admin fee / account holder | $5,447 | $6,760-19.4% | $5,955-8.5% | $12,316-55.8% |