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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 | $344,629 | $159,934+115.5% | $147,005+134.4% | $145,959+136.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.30% | 98.24%-88.9pp | 418.76%-409.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $4,720 | $5,287-10.7% | $4,934-4.3% | $4,661+1.3% |
| Participant deferral / active EE | $7,845 | $8,427-6.9% | $8,070-2.8% | $6,689+17.3% |
| Admin fee / account holder | $3,144 | $15,053-79.1% | $13,006-75.8% | $13,398-76.5% |