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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 | $183,592+98.3% | $155,574+134.0% | $145,877+149.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.42% | 61.37%-54.0pp | 64.87%-57.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $11,328 | $5,317+113.1% | $4,676+142.3% | $4,663+142.9% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $2,570 | $19,316-86.7% | $15,914-83.8% | $13,402-80.8% |