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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 | $154,228+118.9% | $145,433+132.1% | $137,256+145.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.91% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $15,513 | $4,804+222.9% | $4,554+240.6% | $4,156+273.3% |
| Participant deferral / active EE | $16,208 | $8,216+97.3% | $7,897+105.2% | $6,407+153.0% |
| Admin fee / account holder | $430,099 | $14,344+2898.5% | $13,129+3175.9% | $12,270+3405.2% |