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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 | $263,618 | $202,342+30.3% | $172,753+52.6% | $152,909+72.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 3.75% | 1029.88%-1026.1pp | 803.00%-799.3pp | 345.46%-341.7pp |
| Employer contribution / active EE | $3,994 | $5,857-31.8% | $5,144-22.4% | $4,764-16.2% |
| Participant deferral / active EE | $9,501 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $10,109 | $17,112-40.9% | $13,956-27.6% | $11,601-12.9% |