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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 | $110,410+230.6% | $102,437+256.4% | $145,897+150.2% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 8.49% | 24.85%-16.4pp | 24.95%-16.5pp | 552.29%-543.8pp |
| Employer contribution / active EE | $6,048 | $4,217+43.4% | $3,871+56.2% | $4,663+29.7% |
| Participant deferral / active EE | $9,337 | $5,622+66.1% | $5,060+84.5% | $6,689+39.6% |
| Admin fee / account holder | $134,797 | $9,745+1283.2% | $8,388+1507.0% | $13,390+906.7% |