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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 | $251,395 | $183,539+37.0% | $155,556+61.6% | $145,897+72.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 1.64% | 61.31%-59.7pp | 64.84%-63.2pp | 552.29%-550.6pp |
| Employer contribution / active EE | $2,566 | $5,315-51.7% | $4,675-45.1% | $4,663-45.0% |
| Participant deferral / active EE | $13,790 | $6,467+113.2% | $5,631+144.9% | $6,689+106.2% |
| Admin fee / account holder | $2,518 | $19,275-86.9% | $15,885-84.1% | $13,390-81.2% |