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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 | $174,379+144.1% | $152,093+179.8% | $138,895+206.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 8.41% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $4,459 | $4,652-4.1% | $4,175+6.8% | $4,194+6.3% |
| Participant deferral / active EE | $7,323 | $6,159+18.9% | $5,451+34.3% | $6,396+14.5% |
| Admin fee / account holder | $86,661 | $16,880+413.4% | $14,497+497.8% | $12,562+589.9% |