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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 | $311,498 | $175,231+77.8% | $149,696+108.1% | $139,466+123.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.92% | 166.77%-159.8pp | 134.46%-127.5pp | 373.66%-366.7pp |
| Employer contribution / active EE | $2,760 | $5,478-49.6% | $4,821-42.8% | $4,754-42.0% |
| Participant deferral / active EE | $5,112 | $6,521-21.6% | $5,682-10.0% | $6,712-23.8% |
| Admin fee / account holder | $5,398 | $16,155-66.6% | $13,212-59.1% | $11,409-52.7% |