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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 | $307,937 | $107,353+186.8% | $92,903+231.5% | $152,885+101.4% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.5%-18.8pp |
| Annual return | 5.61% | 145.62%-140.0pp | 109.43%-103.8pp | 345.39%-339.8pp |
| Employer contribution / active EE | $3,940 | $4,222-6.7% | $3,653+7.8% | $4,763-17.3% |
| Participant deferral / active EE | $6,676 | $4,848+37.7% | $4,238+57.5% | $5,851+14.1% |
| Admin fee / account holder | $27,726 | $7,081+291.6% | $5,795+378.5% | $11,598+139.1% |