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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 | $209,405+109.6% | $178,486+145.9% | $158,931+176.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.99% | 188.77%-182.8pp | 151.08%-145.1pp | 302.86%-296.9pp |
| Employer contribution / active EE | $1,890 | $5,707-66.9% | $5,011-62.3% | $4,761-60.3% |
| Participant deferral / active EE | $17,333 | $5,954+191.1% | $5,202+233.2% | $5,982+189.7% |
| Admin fee / account holder | $5,679 | $17,076-66.7% | $13,985-59.4% | $11,247-49.5% |