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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 | $365,043 | $110,337+230.8% | $102,383+256.5% | $145,877+150.2% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 8.49% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $6,048 | $4,216+43.5% | $3,870+56.3% | $4,663+29.7% |
| Participant deferral / active EE | $9,337 | $5,621+66.1% | $5,060+84.5% | $6,691+39.6% |
| Admin fee / account holder | $134,797 | $9,750+1282.6% | $8,391+1506.4% | $13,402+905.8% |