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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 | $288,978 | $159,934+80.7% | $147,005+96.6% | $145,959+98.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.29% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,471 | $5,287-72.2% | $4,934-70.2% | $4,661-68.4% |
| Participant deferral / active EE | $14,571 | $8,427+72.9% | $8,070+80.6% | $6,689+117.9% |
| Admin fee / account holder | $229,608 | $15,053+1425.3% | $13,006+1665.4% | $13,398+1613.8% |