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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 | $364,017 | $183,539+98.3% | $155,556+134.0% | $145,897+149.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.42% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $11,328 | $5,315+113.1% | $4,675+142.3% | $4,663+143.0% |
| Participant deferral / active EE | $7,625 | $6,467+17.9% | $5,631+35.4% | $6,689+14.0% |
| Admin fee / account holder | $2,570 | $19,275-86.7% | $15,885-83.8% | $13,390-80.8% |