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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 | $438,866 | $209,422+109.6% | $178,503+145.9% | $158,982+176.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.99% | 188.81%-182.8pp | 151.12%-145.1pp | 302.99%-297.0pp |
| Employer contribution / active EE | $1,890 | $5,707-66.9% | $5,011-62.3% | $4,763-60.3% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $5,679 | $17,079-66.8% | $13,987-59.4% | $11,252-49.5% |