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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 | $420,885 | $160,070+162.9% | $147,117+186.1% | $145,897+188.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.90% | 98.69%-90.8pp | 420.54%-412.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,117 | $5,285-78.9% | $4,932-77.4% | $4,663-76.1% |
| Participant deferral / active EE | $7,353 | $8,419-12.7% | $8,065-8.8% | $6,689+9.9% |
| Admin fee / account holder | $7,544 | $15,035-49.8% | $12,993-41.9% | $13,390-43.7% |