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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 | $439,651 | $97,125+352.7% | $86,233+409.8% | $137,256+220.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 7.25% | 74.19%-66.9pp | 61.39%-54.1pp | 220.34%-213.1pp |
| Employer contribution / active EE | $4,417 | $2,841+55.5% | $2,504+76.4% | $4,156+6.3% |
| Participant deferral / active EE | $19,030 | $5,180+267.4% | $4,559+317.4% | $6,407+197.0% |
| Admin fee / account holder | $5,433 | $9,725-44.1% | $8,342-34.9% | $12,270-55.7% |