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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 | $284,118 | $88,778+220.0% | $81,844+247.1% | $145,884+94.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.45% | 1033.03%-1024.6pp | 778.87%-770.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,159 | $3,087-62.5% | $2,916-60.3% | $4,662-75.1% |
| Participant deferral / active EE | $11,319 | $4,648+143.5% | $4,323+161.8% | $6,690+69.2% |
| Admin fee / account holder | $4,647 | $8,430-44.9% | $7,355-36.8% | $13,392-65.3% |