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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 | $322,995 | $165,351+95.3% | $149,710+115.7% | $158,931+103.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 5.04% | 348.19%-343.1pp | 276.63%-271.6pp | 302.86%-297.8pp |
| Employer contribution / active EE | $11,310 | $5,103+121.6% | $4,645+143.5% | $4,761+137.5% |
| Participant deferral / active EE | $6,418 | $7,181-10.6% | $6,842-6.2% | $5,982+7.3% |
| Admin fee / account holder | $1,731 | $10,807-84.0% | $9,309-81.4% | $11,247-84.6% |