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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 | $159,934+76.6% | $147,005+92.1% | $145,959+93.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 7.19% | 98.24%-91.0pp | 418.76%-411.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $1,808 | $5,287-65.8% | $4,934-63.4% | $4,661-61.2% |
| Participant deferral / active EE | $6,988 | $8,427-17.1% | $8,070-13.4% | $6,689+4.5% |
| Admin fee / account holder | $757 | $15,053-95.0% | $13,006-94.2% | $13,398-94.3% |