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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 | $393,355 | $159,934+145.9% | $147,005+167.6% | $145,959+169.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.93% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $8,695 | $5,287+64.4% | $4,934+76.2% | $4,661+86.5% |
| Participant deferral / active EE | $15,405 | $8,427+82.8% | $8,070+90.9% | $6,689+130.3% |
| Admin fee / account holder | $170,095 | $15,053+1029.9% | $13,006+1207.8% | $13,398+1169.6% |