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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 | $425,624 | $172,111+147.3% | $150,298+183.2% | $137,256+210.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.41% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $4,459 | $4,636-3.8% | $4,154+7.3% | $4,156+7.3% |
| Participant deferral / active EE | $7,323 | $6,166+18.8% | $5,453+34.3% | $6,407+14.3% |
| Admin fee / account holder | $86,661 | $16,471+426.1% | $14,116+513.9% | $12,270+606.3% |