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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 | $300,052 | $102,385+193.1% | $147,080+104.0% | $80,935+270.7% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.3pp |
| Annual return | 9.13% | 135.09%-126.0pp | 420.17%-411.0pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,668 | $3,717-55.1% | $4,933-66.2% | $2,757-39.5% |
| Participant deferral / active EE | $9,850 | $6,651+48.1% | $8,066+22.1% | $4,299+129.1% |
| Admin fee / account holder | $3,665 | $7,951-53.9% | $12,989-71.8% | $6,924-47.1% |