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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 | $325,770 | $101,618+220.6% | $93,063+250.1% | $137,256+137.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 8.72% | 223.95%-215.2pp | 34.15%-25.4pp | 220.34%-211.6pp |
| Employer contribution / active EE | $4,091 | $2,707+51.1% | $2,476+65.2% | $4,156-1.6% |
| Participant deferral / active EE | $15,667 | $4,279+266.1% | $3,958+295.8% | $6,407+144.5% |
| Admin fee / account holder | $667 | $6,198-89.2% | $6,033-89.0% | $12,270-94.6% |