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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 | $325,737 | $166,131+96.1% | $164,975+97.4% | $145,877+123.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 6.39% | 100.37%-94.0pp | 70.12%-63.7pp | 551.28%-544.9pp |
| Employer contribution / active EE | $4,583 | $5,276-13.1% | $4,343+5.5% | $4,663-1.7% |
| Participant deferral / active EE | $2,341 | $6,962-66.4% | $6,033-61.2% | $6,691-65.0% |
| Admin fee / account holder | $671 | $16,648-96.0% | $12,688-94.7% | $13,402-95.0% |