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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 | $289,684 | $72,071+301.9% | $68,368+323.7% | $137,256+111.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 12.47% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,585 | $2,788-7.3% | $2,649-2.4% | $4,156-37.8% |
| Participant deferral / active EE | $8,292 | $4,410+88.0% | $4,123+101.1% | $6,407+29.4% |
| Admin fee / account holder | $88,668 | $5,336+1561.8% | $5,150+1621.8% | $12,270+622.6% |