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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 | $354,504 | $141,004+151.4% | $112,273+215.8% | $139,466+154.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 3.57% | 32.75%-29.2pp | 30.23%-26.7pp | 373.66%-370.1pp |
| Employer contribution / active EE | $1,790 | $4,285-58.2% | $3,431-47.8% | $4,754-62.4% |
| Participant deferral / active EE | $8,600 | $5,878+46.3% | $4,800+79.2% | $6,712+28.1% |
| Admin fee / account holder | $27,081 | $9,959+171.9% | $7,752+249.3% | $11,409+137.4% |