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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 | $339,835 | $106,003+220.6% | $92,236+268.4% | $147,585+130.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 8.31% | 50.05%-41.7pp | 176.29%-168.0pp | 578.57%-570.3pp |
| Employer contribution / active EE | $2,295 | $4,333-47.0% | $3,679-37.6% | $4,876-52.9% |
| Participant deferral / active EE | $5,045 | $4,478+12.7% | $3,897+29.5% | $5,439-7.2% |
| Admin fee / account holder | $13,515 | $6,333+113.4% | $5,194+160.2% | $10,885+24.2% |