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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 | $397,647 | $199,109+99.7% | $173,730+128.9% | $154,746+157.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 6.38% | 20.02%-13.6pp | 19.96%-13.6pp | 172.34%-166.0pp |
| Employer contribution / active EE | $2,400 | $5,311-54.8% | $4,577-47.6% | $4,379-45.2% |
| Participant deferral / active EE | $20,667 | $7,113+190.6% | $6,326+226.7% | $6,730+207.1% |
| Admin fee / account holder | $253,264 | $20,916+1110.9% | $17,523+1345.3% | $14,365+1663.0% |