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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 | $334,108 | $108,942+206.7% | $100,415+232.7% | $145,897+129.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.74% | 58.27%-48.5pp | 49.47%-39.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,400 | $4,422-45.7% | $3,943-39.1% | $4,663-48.5% |
| Participant deferral / active EE | $10,250 | $8,461+21.1% | $8,091+26.7% | $6,689+53.2% |
| Admin fee / account holder | $41,127 | $9,702+323.9% | $7,906+420.2% | $13,390+207.1% |