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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 | $296,867 | $160,028+85.5% | $147,080+101.8% | $145,884+103.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 3.67% | 98.60%-94.9pp | 420.17%-416.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $3,268 | $5,286-38.2% | $4,933-33.8% | $4,662-29.9% |
| Participant deferral / active EE | $9,200 | $8,422+9.2% | $8,066+14.1% | $6,690+37.5% |
| Admin fee / account holder | $1,958 | $15,030-87.0% | $12,989-84.9% | $13,392-85.4% |