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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 | $351,887 | $208,088+69.1% | $186,193+89.0% | $154,746+127.4% |
| Participation rate | 58.3% | 80.0%-21.7pp | 77.1%-18.8pp | 80.7%-22.4pp |
| Annual return | 6.09% | 89.97%-83.9pp | 78.03%-71.9pp | 172.34%-166.2pp |
| Employer contribution / active EE | $1,345 | $4,340-69.0% | $3,918-65.7% | $4,379-69.3% |
| Participant deferral / active EE | $5,380 | $7,078-24.0% | $6,513-17.4% | $6,730-20.1% |
| Admin fee / account holder | $206,312 | $11,698+1663.6% | $11,058+1765.7% | $14,365+1336.2% |