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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 | $370,352 | $183,592+101.7% | $155,574+138.1% | $145,877+153.9% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 8.07% | 61.37%-53.3pp | 64.87%-56.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $3,405 | $5,317-36.0% | $4,676-27.2% | $4,663-27.0% |
| Participant deferral / active EE | $7,006 | $6,466+8.3% | $5,629+24.5% | $6,691+4.7% |
| Admin fee / account holder | $2,437 | $19,316-87.4% | $15,914-84.7% | $13,402-81.8% |