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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 | $318,747 | $112,729+182.8% | $98,716+222.9% | $137,256+132.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | -3.13% | 38.48%-41.6pp | 31.81%-34.9pp | 220.34%-223.5pp |
| Employer contribution / active EE | $2,254 | $2,725-17.3% | $2,279-1.1% | $4,156-45.8% |
| Participant deferral / active EE | $3,043 | $4,640-34.4% | $4,048-24.8% | $6,407-52.5% |
| Admin fee / account holder | $13,940 | $10,129+37.6% | $8,703+60.2% | $12,270+13.6% |