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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 | $108,882+303.8% | $96,754+354.4% | $154,746+184.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 7.25% | 98.39%-91.1pp | 82.04%-74.8pp | 172.34%-165.1pp |
| Employer contribution / active EE | $4,417 | $3,018+46.4% | $2,679+64.9% | $4,379+0.9% |
| Participant deferral / active EE | $19,030 | $5,323+257.5% | $4,758+300.0% | $6,730+182.7% |
| Admin fee / account holder | $5,433 | $10,200-46.7% | $8,905-39.0% | $14,365-62.2% |