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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 | $345,696 | $90,691+281.2% | $76,119+354.2% | $145,884+137.0% |
| Participation rate | 31.3% | 74.5%-43.2pp | 69.1%-37.8pp | 80.3%-49.1pp |
| Annual return | 4.27% | 624.52%-620.2pp | 361.25%-357.0pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,265 | $3,329-62.0% | $2,693-53.0% | $4,662-72.9% |
| Participant deferral / active EE | $5,195 | $5,167+0.5% | $4,259+22.0% | $6,690-22.3% |
| Admin fee / account holder | $1,286 | $8,383-84.7% | $6,421-80.0% | $13,392-90.4% |