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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 | $387,653 | $209,422+85.1% | $178,503+117.2% | $158,982+143.8% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 1.77% | 188.81%-187.0pp | 151.12%-149.3pp | 302.99%-301.2pp |
| Employer contribution / active EE | $6,798 | $5,707+19.1% | $5,011+35.7% | $4,763+42.7% |
| Participant deferral / active EE | $8,022 | $5,955+34.7% | $5,202+54.2% | $5,983+34.1% |
| Admin fee / account holder | $1,813 | $17,079-89.4% | $13,987-87.0% | $11,252-83.9% |