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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 | $361,736 | $88,778+307.5% | $81,844+342.0% | $145,884+148.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.26% | 1033.03%-1026.8pp | 778.87%-772.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $996 | $3,087-67.7% | $2,916-65.9% | $4,662-78.6% |
| Participant deferral / active EE | $8,966 | $4,648+92.9% | $4,323+107.4% | $6,690+34.0% |
| Admin fee / account holder | $2,664 | $8,430-68.4% | $7,355-63.8% | $13,392-80.1% |