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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 | $268,348 | $65,566+309.3% | $86,235+211.2% | $75,177+257.0% |
| Participation rate | 56.7% | 60.5%-3.8pp | 69.0%-12.3pp | 67.2%-10.5pp |
| Annual return | 9.82% | 46.07%-36.3pp | 1170.03%-1160.2pp | 160.75%-150.9pp |
| Employer contribution / active EE | $6,267 | $1,553+303.5% | $2,381+163.2% | $2,671+134.6% |
| Participant deferral / active EE | $2,571 | $3,023-15.0% | $3,987-35.5% | $4,126-37.7% |
| Admin fee / account holder | $46,297 | $5,470+746.4% | $6,856+575.3% | $5,651+719.2% |