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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 | $352,490 | $148,623+137.2% | $135,974+159.2% | $139,466+152.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 5.37% | 79.30%-73.9pp | 68.30%-62.9pp | 373.66%-368.3pp |
| Employer contribution / active EE | $6,875 | $5,246+31.0% | $4,859+41.5% | $4,754+44.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,692 | $12,406-38.0% | $10,767-28.6% | $11,409-32.6% |