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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 | $383,989 | $109,872+249.5% | $98,483+289.9% | $167,536+129.2% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 8.92% | 1959.31%-1950.4pp | 1494.38%-1485.5pp | 478.82%-469.9pp |
| Employer contribution / active EE | $4,581 | $3,225+42.0% | $2,961+54.7% | $4,839-5.3% |
| Participant deferral / active EE | $4,562 | $4,673-2.4% | $4,276+6.7% | $6,342-28.1% |
| Admin fee / account holder | $257,290 | $6,757+3707.6% | $5,953+4222.3% | $12,315+1989.3% |