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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 | $282,451 | $160,028+76.5% | $147,080+92.0% | $145,884+93.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 7.19% | 98.60%-91.4pp | 420.17%-413.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,808 | $5,286-65.8% | $4,933-63.4% | $4,662-61.2% |
| Participant deferral / active EE | $6,988 | $8,422-17.0% | $8,066-13.4% | $6,690+4.5% |
| Admin fee / account holder | $757 | $15,030-95.0% | $12,989-94.2% | $13,392-94.3% |