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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 | $201,259+95.4% | $184,200+113.5% | $145,959+169.5% |
| Participation rate | 42.9% | 87.5%-44.6pp | 86.8%-44.0pp | 80.3%-37.4pp |
| Annual return | 8.55% | 28.98%-20.4pp | 28.80%-20.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $6,054 | $7,018-13.7% | $6,424-5.8% | $4,661+29.9% |
| Participant deferral / active EE | $11,442 | $9,806+16.7% | $9,132+25.3% | $6,689+71.1% |
| Admin fee / account holder | $265,611 | $16,372+1522.3% | $13,907+1809.9% | $13,398+1882.5% |