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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 | $255,649 | $169,237+51.1% | $129,339+97.7% | $145,978+75.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 7.52% | 14364.43%-14356.9pp | 9437.05%-9429.5pp | 550.52%-543.0pp |
| Employer contribution / active EE | $7,173 | $5,540+29.5% | $4,154+72.7% | $4,662+53.9% |
| Participant deferral / active EE | $16,526 | $4,991+231.1% | $4,170+296.3% | $6,690+147.0% |
| Admin fee / account holder | $79,937 | $9,882+708.9% | $7,668+942.5% | $13,400+496.5% |