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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 | $387,461 | $160,070+142.1% | $147,117+163.4% | $145,897+165.6% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 9.37% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $5,217 | $5,285-1.3% | $4,932+5.8% | $4,663+11.9% |
| Participant deferral / active EE | $5,717 | $8,419-32.1% | $8,065-29.1% | $6,689-14.5% |
| Admin fee / account holder | $420 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |