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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 | $155,555+108.3% | $146,866+120.6% | $155,188+108.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 5.02% | 115.41%-110.4pp | 102.85%-97.8pp | 148.84%-143.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,672 | $8,044+32.7% | $7,759+37.5% | $6,531+63.4% |
| Admin fee / account holder | $37,945 | $14,755+157.2% | $13,620+178.6% | $14,480+162.1% |