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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 | $534,479 | $148,623+259.6% | $135,974+293.1% | $139,466+283.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 8.74% | 79.30%-70.6pp | 68.30%-59.6pp | 373.66%-364.9pp |
| Employer contribution / active EE | $7,775 | $5,246+48.2% | $4,859+60.0% | $4,754+63.6% |
| Participant deferral / active EE | $4,704 | $8,103-41.9% | $7,760-39.4% | $6,712-29.9% |
| Admin fee / account holder | $365 | $12,406-97.1% | $10,767-96.6% | $11,409-96.8% |