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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 | $403,510 | $154,228+161.6% | $145,433+177.5% | $137,256+194.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 6.20% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $4,507 | $4,804-6.2% | $4,554-1.0% | $4,156+8.5% |
| Participant deferral / active EE | $6,576 | $8,216-20.0% | $7,897-16.7% | $6,407+2.6% |
| Admin fee / account holder | $352 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |