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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 | $444,578 | $172,111+158.3% | $150,298+195.8% | $137,256+223.9% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 10.45% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,226 | $4,636-30.4% | $4,154-22.3% | $4,156-22.4% |
| Participant deferral / active EE | $8,754 | $6,166+42.0% | $5,453+60.6% | $6,407+36.6% |
| Admin fee / account holder | $101,137 | $16,471+514.0% | $14,116+616.5% | $12,270+724.2% |