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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 | $357,194 | $166,089+115.1% | $164,928+116.6% | $145,978+144.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 4.05% | 100.26%-96.2pp | 70.08%-66.0pp | 550.52%-546.5pp |
| Employer contribution / active EE | $20,480 | $5,276+288.1% | $4,343+371.5% | $4,662+339.3% |
| Participant deferral / active EE | $20,333 | $6,961+192.1% | $6,034+237.0% | $6,690+204.0% |
| Admin fee / account holder | $31,368 | $16,641+88.5% | $12,684+147.3% | $13,400+134.1% |