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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 | $290,708 | $160,028+81.7% | $147,080+97.7% | $145,884+99.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.59% | 98.60%-92.0pp | 420.17%-413.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $3,247 | $5,286-38.6% | $4,933-34.2% | $4,662-30.4% |
| Participant deferral / active EE | $7,133 | $8,422-15.3% | $8,066-11.6% | $6,690+6.6% |
| Admin fee / account holder | $14,109 | $15,030-6.1% | $12,989+8.6% | $13,392+5.4% |