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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 | $302,659 | $183,539+64.9% | $155,556+94.6% | $145,897+107.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 4.47% | 61.31%-56.8pp | 64.84%-60.4pp | 552.29%-547.8pp |
| Employer contribution / active EE | $2,144 | $5,315-59.7% | $4,675-54.1% | $4,663-54.0% |
| Participant deferral / active EE | $7,061 | $6,467+9.2% | $5,631+25.4% | $6,689+5.6% |
| Admin fee / account holder | $124,200 | $19,275+544.4% | $15,885+681.9% | $13,390+827.5% |