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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 | $393,353 | $70,366+459.0% | $66,674+490.0% | $138,895+183.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.69% | 386.41%-374.7pp | 321.24%-309.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $14,214 | $2,765+414.1% | $2,620+442.5% | $4,194+238.9% |
| Participant deferral / active EE | $12,349 | $4,374+182.3% | $4,084+202.4% | $6,396+93.1% |
| Admin fee / account holder | $1,318 | $5,262-75.0% | $5,098-74.2% | $12,562-89.5% |