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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 | $289,678 | $159,934+81.1% | $147,005+97.1% | $145,959+98.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.42% | 98.24%-88.8pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,298 | $5,287-56.5% | $4,934-53.4% | $4,661-50.7% |
| Participant deferral / active EE | $3,714 | $8,427-55.9% | $8,070-54.0% | $6,689-44.5% |
| Admin fee / account holder | $23,131 | $15,053+53.7% | $13,006+77.8% | $13,398+72.6% |