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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 | $438,214 | $111,535+292.9% | $105,223+316.5% | $137,256+219.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 10.91% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,657 | $3,939-57.9% | $3,689-55.1% | $4,156-60.1% |
| Participant deferral / active EE | $15,495 | $5,500+181.7% | $5,072+205.5% | $6,407+141.8% |
| Admin fee / account holder | $4,910 | $9,721-49.5% | $8,859-44.6% | $12,270-60.0% |