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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 | $356,797 | $157,296+126.8% | $141,191+152.7% | $152,897+133.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 8.04% | 64.34%-56.3pp | 71.41%-63.4pp | 345.43%-337.4pp |
| Employer contribution / active EE | $2,658 | $5,262-49.5% | $4,736-43.9% | $4,764-44.2% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $2,826 | $12,125-76.7% | $10,264-72.5% | $11,599-75.6% |