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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 | $208,088+27.6% | $186,193+42.6% | $154,746+71.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 5.61% | 89.97%-84.4pp | 78.03%-72.4pp | 172.34%-166.7pp |
| Employer contribution / active EE | $4,157 | $4,340-4.2% | $3,918+6.1% | $4,379-5.1% |
| Participant deferral / active EE | $16,626 | $7,078+134.9% | $6,513+155.3% | $6,730+147.0% |
| Admin fee / account holder | $61,865 | $11,698+428.8% | $11,058+459.5% | $14,365+330.7% |