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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 | $293,275 | $162,136+80.9% | $152,301+92.6% | $154,746+89.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 6.76% | 91.02%-84.3pp | 80.50%-73.7pp | 172.34%-165.6pp |
| Employer contribution / active EE | $2,788 | $4,890-43.0% | $4,624-39.7% | $4,379-36.3% |
| Participant deferral / active EE | $4,793 | $8,341-42.5% | $8,004-40.1% | $6,730-28.8% |
| Admin fee / account holder | $139,713 | $15,759+786.5% | $14,398+870.4% | $14,365+872.6% |