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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 | $357,253 | $183,539+94.6% | $155,556+129.7% | $145,897+144.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.56% | 61.31%-53.7pp | 64.84%-57.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $3,891 | $5,315-26.8% | $4,675-16.8% | $4,663-16.5% |
| Participant deferral / active EE | $9,936 | $6,467+53.6% | $5,631+76.5% | $6,689+48.5% |
| Admin fee / account holder | $43,168 | $19,275+124.0% | $15,885+171.8% | $13,390+222.4% |