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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 | $343,999 | $156,398+120.0% | $147,318+133.5% | $138,895+147.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 11.09% | 78.75%-67.7pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,241 | $4,853-53.8% | $4,593-51.2% | $4,194-46.6% |
| Participant deferral / active EE | $13,909 | $8,237+68.9% | $7,906+75.9% | $6,396+117.5% |
| Admin fee / account holder | $90,681 | $14,976+505.5% | $13,708+561.5% | $12,562+621.9% |