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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 | $337,580 | $156,398+115.8% | $147,318+129.1% | $138,895+143.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.91% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $15,513 | $4,853+219.6% | $4,593+237.8% | $4,194+269.9% |
| Participant deferral / active EE | $16,208 | $8,237+96.8% | $7,906+105.0% | $6,396+153.4% |
| Admin fee / account holder | $430,099 | $14,976+2772.0% | $13,708+3037.7% | $12,562+3323.8% |