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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 | $271,675 | $148,582+82.8% | $135,942+99.8% | $139,456+94.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.24% | 79.26%-68.0pp | 68.28%-57.0pp | 373.45%-362.2pp |
| Employer contribution / active EE | $4,729 | $5,245-9.8% | $4,858-2.6% | $4,753-0.5% |
| Participant deferral / active EE | $12,350 | $8,101+52.4% | $7,759+59.2% | $6,711+84.0% |
| Admin fee / account holder | $402,951 | $12,402+3149.0% | $10,764+3643.5% | $11,407+3432.5% |