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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 | $420,293 | $183,516+129.0% | $155,534+170.2% | $145,884+188.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.36% | 61.43%-54.1pp | 64.92%-57.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $5,221 | $5,315-1.8% | $4,675+11.7% | $4,662+12.0% |
| Participant deferral / active EE | $11,254 | $6,467+74.0% | $5,630+99.9% | $6,690+68.2% |
| Admin fee / account holder | $4,676 | $19,293-75.8% | $15,900-70.6% | $13,392-65.1% |