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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 | $269,439 | $72,071+273.8% | $68,368+294.1% | $137,256+96.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 11.00% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,195 | $2,788+14.6% | $2,649+20.6% | $4,156-23.1% |
| Participant deferral / active EE | $4,124 | $4,410-6.5% | $4,1230% | $6,407-35.6% |
| Admin fee / account holder | $2,772 | $5,336-48.1% | $5,150-46.2% | $12,270-77.4% |