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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 | $364,153 | $154,228+136.1% | $145,433+150.4% | $137,256+165.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 7.72% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $16,561 | $4,804+244.7% | $4,554+263.6% | $4,156+298.5% |
| Participant deferral / active EE | $5,327 | $8,216-35.2% | $7,897-32.5% | $6,407-16.9% |
| Admin fee / account holder | $180,018 | $14,344+1155.0% | $13,129+1271.1% | $12,270+1367.1% |