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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 | $390,940 | $111,535+250.5% | $105,223+271.5% | $137,256+184.8% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 11.24% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,269 | $3,939+8.4% | $3,689+15.8% | $4,156+2.7% |
| Participant deferral / active EE | $7,919 | $5,500+44.0% | $5,072+56.1% | $6,407+23.6% |
| Admin fee / account holder | $73,681 | $9,721+657.9% | $8,859+731.7% | $12,270+500.5% |