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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 | $393,350 | $201,372+95.3% | $184,260+113.5% | $145,884+169.6% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 8.55% | 29.04%-20.5pp | 28.84%-20.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $6,054 | $7,024-13.8% | $6,427-5.8% | $4,662+29.8% |
| Participant deferral / active EE | $11,442 | $9,808+16.7% | $9,133+25.3% | $6,690+71.0% |
| Admin fee / account holder | $265,611 | $16,362+1523.3% | $13,898+1811.2% | $13,392+1883.4% |