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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 | $102,393+193.0% | $147,041+104.1% | $80,911+270.8% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 9.13% | 134.95%-125.8pp | 419.21%-410.1pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,668 | $3,715-55.1% | $4,935-66.2% | $2,756-39.5% |
| Participant deferral / active EE | $9,850 | $6,647+48.2% | $8,071+22.0% | $4,297+129.2% |
| Admin fee / account holder | $3,665 | $7,943-53.9% | $13,006-71.8% | $6,935-47.1% |