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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 | $337,215 | $202,342+66.7% | $172,753+95.2% | $152,909+120.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 2.33% | 1029.88%-1027.5pp | 803.00%-800.7pp | 345.46%-343.1pp |
| Employer contribution / active EE | $5,947 | $5,857+1.5% | $5,144+15.6% | $4,764+24.8% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $1,804 | $17,112-89.5% | $13,956-87.1% | $11,601-84.4% |