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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 | $181,062+134.1% | $158,223+167.9% | $155,188+173.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 8.36% | 57.39%-49.0pp | 52.09%-43.7pp | 148.84%-140.5pp |
| Employer contribution / active EE | $1,901 | $4,565-58.4% | $4,109-53.7% | $4,248-55.2% |
| Participant deferral / active EE | $2,327 | $6,134-62.1% | $5,467-57.4% | $6,531-64.4% |
| Admin fee / account holder | $403,856 | $18,825+2045.3% | $16,047+2416.7% | $14,480+2689.1% |