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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 | $352,328 | $165,399+113.0% | $149,745+135.3% | $158,982+121.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 3.23% | 348.34%-345.1pp | 276.72%-273.5pp | 302.99%-299.8pp |
| Employer contribution / active EE | $4,347 | $5,105-14.9% | $4,646-6.4% | $4,763-8.7% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $3,074 | $10,811-71.6% | $9,312-67.0% | $11,252-72.7% |