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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 | $324,037 | $156,398+107.2% | $147,318+120.0% | $138,895+133.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 5.02% | 78.75%-73.7pp | 70.43%-65.4pp | 145.39%-140.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,672 | $8,237+29.6% | $7,906+35.0% | $6,396+66.9% |
| Admin fee / account holder | $37,945 | $14,976+153.4% | $13,708+176.8% | $12,562+202.1% |