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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 | $429,056 | $111,814+283.7% | $103,378+315.0% | $145,978+193.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.71% | 24.80%-18.1pp | 24.91%-18.2pp | 550.52%-543.8pp |
| Employer contribution / active EE | $8,580 | $4,215+103.6% | $3,870+121.7% | $4,662+84.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,856 | $9,764-70.8% | $8,401-66.0% | $13,400-78.7% |