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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 | $286,595 | $183,592+56.1% | $155,567+84.2% | $145,959+96.4% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.7pp | 80.3%-18.7pp |
| Annual return | 8.22% | 61.24%-53.0pp | 64.74%-56.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,889 | $5,315-45.6% | $4,674-38.2% | $4,661-38.0% |
| Participant deferral / active EE | $5,363 | $6,464-17.0% | $5,628-4.7% | $6,689-19.8% |
| Admin fee / account holder | $38,285 | $19,318+98.2% | $15,916+140.5% | $13,398+185.8% |