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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 | $372,271 | $148,623+150.5% | $135,974+173.8% | $139,466+166.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5.41% | 79.30%-73.9pp | 68.30%-62.9pp | 373.66%-368.3pp |
| Employer contribution / active EE | $3,063 | $5,246-41.6% | $4,859-37.0% | $4,754-35.6% |
| Participant deferral / active EE | $7,599 | $8,103-6.2% | $7,760-2.1% | $6,712+13.2% |
| Admin fee / account holder | $457 | $12,406-96.3% | $10,767-95.8% | $11,409-96.0% |