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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 | $262,516 | $148,623+76.6% | $135,974+93.1% | $139,466+88.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 9.71% | 79.30%-69.6pp | 68.30%-58.6pp | 373.66%-364.0pp |
| Employer contribution / active EE | $3,607 | $5,246-31.2% | $4,859-25.8% | $4,754-24.1% |
| Participant deferral / active EE | $11,702 | $8,103+44.4% | $7,760+50.8% | $6,712+74.3% |
| Admin fee / account holder | $269,834 | $12,406+2075.1% | $10,767+2406.2% | $11,409+2265.2% |