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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 | $475,600 | $184,014+158.5% | $161,149+195.1% | $138,895+242.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 7.67% | 21.52%-13.9pp | 21.16%-13.5pp | 145.39%-137.7pp |
| Employer contribution / active EE | $3,479 | $5,055-31.2% | $4,360-20.2% | $4,194-17.0% |
| Participant deferral / active EE | $8,698 | $6,909+25.9% | $6,153+41.4% | $6,396+36.0% |
| Admin fee / account holder | $150,443 | $18,027+734.5% | $15,194+890.1% | $12,562+1097.6% |