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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 | $262,203 | $165,381+58.5% | $149,730+75.1% | $158,966+64.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 3.92% | 348.29%-344.4pp | 276.70%-272.8pp | 302.95%-299.0pp |
| Employer contribution / active EE | $4,700 | $5,104-7.9% | $4,645+1.2% | $4,762-1.3% |
| Participant deferral / active EE | $22,750 | $7,182+216.8% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | $72,555 | $10,809+571.2% | $9,310+679.3% | $11,250+544.9% |