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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 | $108,897+206.8% | $100,378+232.8% | $145,877+129.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.74% | 58.17%-48.4pp | 49.41%-39.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,400 | $4,420-45.7% | $3,942-39.1% | $4,663-48.5% |
| Participant deferral / active EE | $10,250 | $8,455+21.2% | $8,087+26.7% | $6,691+53.2% |
| Admin fee / account holder | $41,127 | $9,690+324.4% | $7,899+420.7% | $13,402+206.9% |