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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 | $387,658 | $166,242+133.2% | $165,071+134.8% | $145,884+165.7% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 8.65% | 100.44%-91.8pp | 70.17%-61.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,133 | $5,283-59.6% | $4,347-50.9% | $4,662-54.2% |
| Participant deferral / active EE | $5,428 | $6,964-22.1% | $6,035-10.1% | $6,690-18.9% |
| Admin fee / account holder | $16,813 | $16,658+0.9% | $12,695+32.4% | $13,392+25.5% |