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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 | $325,635 | $111,535+192.0% | $105,223+209.5% | $137,256+137.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 11.44% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,727 | $3,939-30.8% | $3,689-26.1% | $4,156-34.4% |
| Participant deferral / active EE | $6,315 | $5,500+14.8% | $5,072+24.5% | $6,407-1.4% |
| Admin fee / account holder | $41,358 | $9,721+325.4% | $8,859+366.9% | $12,270+237.1% |