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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 | $284,410 | $160,040+77.7% | $147,096+93.3% | $145,877+95.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.83% | 98.49%-90.7pp | 419.75%-411.9pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,234 | $5,289-57.8% | $4,936-54.7% | $4,663-52.1% |
| Participant deferral / active EE | $6,685 | $8,429-20.7% | $8,071-17.2% | $6,691-0.1% |
| Admin fee / account holder | $61,878 | $15,050+311.2% | $13,005+375.8% | $13,402+361.7% |