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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 | $162,136+124.6% | $152,301+139.1% | $154,746+135.3% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 7.72% | 91.02%-83.3pp | 80.50%-72.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $16,561 | $4,890+238.7% | $4,624+258.1% | $4,379+278.2% |
| Participant deferral / active EE | $5,327 | $8,341-36.1% | $8,004-33.4% | $6,730-20.9% |
| Admin fee / account holder | $180,018 | $15,759+1042.3% | $14,398+1150.3% | $14,365+1153.1% |