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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 | $458,110 | $88,702+416.5% | $81,780+460.2% | $145,978+213.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.28% | 1029.12%-1020.8pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $23,267 | $3,084+654.3% | $2,914+698.5% | $4,662+399.1% |
| Participant deferral / active EE | $13,300 | $4,645+186.3% | $4,321+207.8% | $6,690+98.8% |
| Admin fee / account holder | $3,702 | $8,414-56.0% | $7,384-49.9% | $13,400-72.4% |