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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 | $344,700 | $174,379+97.7% | $152,093+126.6% | $138,895+148.2% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 9.23% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,011 | $4,652-78.3% | $4,175-75.8% | $4,194-75.9% |
| Participant deferral / active EE | $14,330 | $6,159+132.7% | $5,451+162.9% | $6,396+124.0% |
| Admin fee / account holder | $608,166 | $16,880+3502.9% | $14,497+4095.2% | $12,562+4741.3% |