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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 | $377,516 | $148,629+154.0% | $135,982+177.6% | $139,487+170.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 8.35% | 79.33%-71.0pp | 68.32%-60.0pp | 373.84%-365.5pp |
| Employer contribution / active EE | $7,449 | $5,247+42.0% | $4,859+53.3% | $4,755+56.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $18,372 | $12,406+48.1% | $10,767+70.6% | $11,407+61.1% |