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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 | $279,979 | $109,905+154.7% | $98,506+184.2% | $167,553+67.1% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 7.61% | 1960.20%-1952.6pp | 1494.92%-1487.3pp | 478.89%-471.3pp |
| Employer contribution / active EE | $1,966 | $3,226-39.1% | $2,961-33.6% | $4,840-59.4% |
| Participant deferral / active EE | $8,138 | $4,674+74.1% | $4,277+90.3% | $6,343+28.3% |
| Admin fee / account holder | $3,062 | $6,760-54.7% | $5,955-48.6% | $12,316-75.1% |