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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 | $382,768 | $183,627+108.4% | $155,602+146.0% | $145,978+162.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.90% | 61.32%-53.4pp | 64.81%-56.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $31,676 | $5,316+495.8% | $4,675+577.5% | $4,662+579.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,715 | $19,327-80.8% | $15,923-76.7% | $13,400-72.3% |