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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 | $333,957 | $111,878+198.5% | $93,727+256.3% | $145,897+128.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 7.72% | 204.28%-196.6pp | 133.83%-126.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,084 | $3,092-32.6% | $2,421-14.0% | $4,663-55.3% |
| Participant deferral / active EE | $3,084 | $4,920-37.3% | $4,417-30.2% | $6,689-53.9% |
| Admin fee / account holder | $600 | $10,256-94.1% | $8,292-92.8% | $13,390-95.5% |