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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 | $328,719 | $160,028+105.4% | $147,080+123.5% | $145,884+125.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.42% | 98.60%-92.2pp | 420.17%-413.7pp | 551.85%-545.4pp |
| Employer contribution / active EE | $3,315 | $5,286-37.3% | $4,933-32.8% | $4,662-28.9% |
| Participant deferral / active EE | $9,512 | $8,422+12.9% | $8,066+17.9% | $6,690+42.2% |
| Admin fee / account holder | $3,778 | $15,030-74.9% | $12,989-70.9% | $13,392-71.8% |