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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 | $420,868 | $91,559+359.7% | $133,971+214.1% | $79,852+427.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 7.33% | 61.85%-54.5pp | 45.09%-37.8pp | 31.72%-24.4pp |
| Employer contribution / active EE | $1,794 | $2,384-24.7% | $3,919-54.2% | $2,471-27.4% |
| Participant deferral / active EE | $10,416 | $3,734+179.0% | $5,047+106.4% | $3,740+178.5% |
| Admin fee / account holder | $129,177 | $6,321+1943.6% | $8,929+1346.7% | $5,306+2334.4% |