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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 | $160,040+142.1% | $147,096+163.4% | $145,877+165.6% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 9.37% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $5,217 | $5,289-1.4% | $4,936+5.7% | $4,663+11.9% |
| Participant deferral / active EE | $5,717 | $8,429-32.2% | $8,071-29.2% | $6,691-14.5% |
| Admin fee / account holder | $420 | $15,050-97.2% | $13,005-96.8% | $13,402-96.9% |