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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 | $174,379+143.1% | $152,093+178.7% | $138,895+205.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 8.36% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,901 | $4,652-59.1% | $4,175-54.5% | $4,194-54.7% |
| Participant deferral / active EE | $2,327 | $6,159-62.2% | $5,451-57.3% | $6,396-63.6% |
| Admin fee / account holder | $403,856 | $16,880+2292.5% | $14,497+2685.9% | $12,562+3114.9% |