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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 | $323,181 | $154,228+109.5% | $145,433+122.2% | $137,256+135.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 6.89% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $3,041 | $4,804-36.7% | $4,554-33.2% | $4,156-26.8% |
| Participant deferral / active EE | $8,688 | $8,216+5.7% | $7,897+10.0% | $6,407+35.6% |
| Admin fee / account holder | $357,085 | $14,344+2389.5% | $13,129+2619.8% | $12,270+2810.2% |