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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 | $277,699 | $202,345+37.2% | $172,755+60.7% | $152,885+81.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 11.96% | 1029.77%-1017.8pp | 802.94%-791.0pp | 345.39%-333.4pp |
| Employer contribution / active EE | $1,945 | $5,858-66.8% | $5,144-62.2% | $4,763-59.2% |
| Participant deferral / active EE | $5,049 | $5,948-15.1% | $5,198-2.9% | $5,851-13.7% |
| Admin fee / account holder | $22,167 | $17,111+29.5% | $13,955+58.8% | $11,598+91.1% |