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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 | $324,004 | $70,366+360.5% | $66,674+386.0% | $138,895+133.3% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 9.56% | 386.41%-376.8pp | 321.24%-311.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,120 | $2,765-59.5% | $2,620-57.2% | $4,194-73.3% |
| Participant deferral / active EE | $11,596 | $4,374+165.1% | $4,084+183.9% | $6,396+81.3% |
| Admin fee / account holder | $5,152 | $5,262-2.1% | $5,098+1.1% | $12,562-59.0% |