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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 | $166,268+95.9% | $165,100+97.3% | $145,897+123.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 6.39% | 100.52%-94.1pp | 70.21%-63.8pp | 552.29%-545.9pp |
| Employer contribution / active EE | $4,583 | $5,284-13.3% | $4,348+5.4% | $4,663-1.7% |
| Participant deferral / active EE | $2,341 | $6,964-66.4% | $6,035-61.2% | $6,689-65.0% |
| Admin fee / account holder | $671 | $16,659-96.0% | $12,696-94.7% | $13,390-95.0% |