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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 | $346,909 | $100,203+246.2% | $85,240+307.0% | $145,897+137.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 2.73% | 84.28%-81.5pp | 66.75%-64.0pp | 552.29%-549.6pp |
| Employer contribution / active EE | $3,067 | $3,242-5.4% | $2,735+12.1% | $4,663-34.2% |
| Participant deferral / active EE | $10,433 | $5,299+96.9% | $4,527+130.5% | $6,689+56.0% |
| Admin fee / account holder | $2,993 | $7,265-58.8% | $6,165-51.5% | $13,390-77.7% |