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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 | $423,955 | $185,312+128.8% | $161,489+162.5% | $154,746+174.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 8.36% | 103.84%-95.5pp | 89.72%-81.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,901 | $4,769-60.1% | $4,268-55.5% | $4,379-56.6% |
| Participant deferral / active EE | $2,327 | $6,350-63.4% | $5,630-58.7% | $6,730-65.4% |
| Admin fee / account holder | $403,856 | $18,654+2064.9% | $16,006+2423.2% | $14,365+2711.3% |