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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 | $212,386+49.9% | $199,883+59.3% | $138,895+129.3% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 11.19% | 47.75%-36.6pp | 43.81%-32.6pp | 145.39%-134.2pp |
| Employer contribution / active EE | $3,845 | $6,625-42.0% | $6,261-38.6% | $4,194-8.3% |
| Participant deferral / active EE | $14,254 | $9,617+48.2% | $9,138+56.0% | $6,396+122.8% |
| Admin fee / account holder | $222,170 | $18,233+1118.5% | $17,268+1186.6% | $12,562+1668.6% |