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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 | $350,705 | $174,379+101.1% | $152,093+130.6% | $138,895+152.5% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 8.97% | 74.86%-65.9pp | 66.36%-57.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $995 | $4,652-78.6% | $4,175-76.2% | $4,194-76.3% |
| Participant deferral / active EE | $5,550 | $6,159-9.9% | $5,451+1.8% | $6,396-13.2% |
| Admin fee / account holder | $386,768 | $16,880+2191.3% | $14,497+2568.0% | $12,562+2978.8% |