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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 | $162,136+99.3% | $152,301+112.2% | $154,746+108.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 6.89% | 91.02%-84.1pp | 80.50%-73.6pp | 172.34%-165.4pp |
| Employer contribution / active EE | $3,041 | $4,890-37.8% | $4,624-34.2% | $4,379-30.6% |
| Participant deferral / active EE | $8,688 | $8,341+4.2% | $8,004+8.6% | $6,730+29.1% |
| Admin fee / account holder | $357,085 | $15,759+2165.9% | $14,398+2380.1% | $14,365+2385.8% |