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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 | $289,424 | $160,070+80.8% | $147,117+96.7% | $145,897+98.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.78% | 98.69%-90.9pp | 420.54%-412.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,854 | $5,285-64.9% | $4,932-62.4% | $4,663-60.2% |
| Participant deferral / active EE | $8,080 | $8,419-4.0% | $8,065+0.2% | $6,689+20.8% |
| Admin fee / account holder | $12,590 | $15,035-16.3% | $12,993-3.1% | $13,390-6.0% |