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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 | $156,398+158.0% | $147,318+173.9% | $138,895+190.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 6.20% | 78.75%-72.6pp | 70.43%-64.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $4,507 | $4,853-7.1% | $4,593-1.9% | $4,194+7.5% |
| Participant deferral / active EE | $6,576 | $8,237-20.2% | $7,906-16.8% | $6,396+2.8% |
| Admin fee / account holder | $352 | $14,976-97.6% | $13,708-97.4% | $12,562-97.2% |