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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 | $341,957 | $72,071+374.5% | $68,368+400.2% | $137,256+149.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.79% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $55,518 | $2,788+1891.4% | $2,649+1995.9% | $4,156+1235.8% |
| Participant deferral / active EE | $38,442 | $4,410+771.7% | $4,123+832.4% | $6,407+500.0% |
| Admin fee / account holder | $472,227 | $5,336+8750.6% | $5,150+9069.8% | $12,270+3748.6% |