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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 | $339,793 | $172,111+97.4% | $150,298+126.1% | $137,256+147.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 10.01% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $8,601 | $4,636+85.5% | $4,154+107.0% | $4,156+106.9% |
| Participant deferral / active EE | $7,595 | $6,166+23.2% | $5,453+39.3% | $6,407+18.5% |
| Admin fee / account holder | $1,449 | $16,471-91.2% | $14,116-89.7% | $12,270-88.2% |