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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 | $160,028+145.8% | $147,080+167.4% | $145,884+169.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.93% | 98.60%-90.7pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $8,695 | $5,286+64.5% | $4,933+76.2% | $4,662+86.5% |
| Participant deferral / active EE | $15,405 | $8,422+82.9% | $8,066+91.0% | $6,690+130.3% |
| Admin fee / account holder | $170,095 | $15,030+1031.7% | $12,989+1209.5% | $13,392+1170.1% |