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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 | $286,774 | $172,111+66.6% | $150,298+90.8% | $137,256+108.9% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 8.66% | 69.37%-60.7pp | 62.79%-54.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $14,832 | $4,636+219.9% | $4,154+257.0% | $4,156+256.9% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,283 | $16,471-25.4% | $14,116-13.0% | $12,270+0.1% |