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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 | $265,037 | $160,070+65.6% | $147,117+80.2% | $145,897+81.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.62% | 98.69%-92.1pp | 420.54%-413.9pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,773 | $5,285-66.4% | $4,932-64.1% | $4,663-62.0% |
| Participant deferral / active EE | $10,342 | $8,419+22.8% | $8,065+28.2% | $6,689+54.6% |
| Admin fee / account holder | $55,664 | $15,035+270.2% | $12,993+328.4% | $13,390+315.7% |