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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 | $318,420 | $209,336+52.1% | $197,124+61.5% | $137,256+132.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.19% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,845 | $6,591-41.7% | $6,227-38.3% | $4,156-7.5% |
| Participant deferral / active EE | $14,254 | $9,614+48.3% | $9,135+56.0% | $6,407+122.5% |
| Admin fee / account holder | $222,170 | $17,308+1183.7% | $16,298+1263.2% | $12,270+1710.6% |