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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 | $365,336 | $175,257+108.5% | $149,717+144.0% | $139,456+162.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 4.91% | 166.70%-161.8pp | 134.41%-129.5pp | 373.45%-368.5pp |
| Employer contribution / active EE | $1,441 | $5,477-73.7% | $4,820-70.1% | $4,753-69.7% |
| Participant deferral / active EE | $6,240 | $6,521-4.3% | $5,682+9.8% | $6,711-7.0% |
| Admin fee / account holder | $307 | $16,156-98.1% | $13,213-97.7% | $11,407-97.3% |