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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 | $258,734 | $96,419+168.3% | $80,648+220.8% | $139,487+85.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 8.49% | 1352.86%-1344.4pp | 937.21%-928.7pp | 373.84%-365.4pp |
| Employer contribution / active EE | $1,195 | $3,261-63.4% | $2,724-56.1% | $4,755-74.9% |
| Participant deferral / active EE | $8,049 | $5,225+54.0% | $4,443+81.1% | $6,713+19.9% |
| Admin fee / account holder | $2,569 | $6,605-61.1% | $5,382-52.3% | $11,407-77.5% |