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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 | $449,431 | $88,710+406.6% | $81,783+449.5% | $145,959+207.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.28% | 1027.26%-1019.0pp | 775.05%-766.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $17,481 | $3,083+467.0% | $2,913+500.2% | $4,661+275.1% |
| Participant deferral / active EE | $13,300 | $4,645+186.3% | $4,320+207.8% | $6,689+98.8% |
| Admin fee / account holder | $3,702 | $8,407-56.0% | $7,380-49.8% | $13,398-72.4% |