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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 | $265,592 | $180,749+46.9% | $160,784+65.2% | $137,256+93.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 5.61% | 2234.46%-2228.9pp | 1803.92%-1798.3pp | 220.34%-214.7pp |
| Employer contribution / active EE | $4,157 | $4,1550% | $3,733+11.4% | $4,1560% |
| Participant deferral / active EE | $16,626 | $6,844+142.9% | $6,293+164.2% | $6,407+159.5% |
| Admin fee / account holder | $61,865 | $10,397+495.0% | $9,717+536.7% | $12,270+404.2% |