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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 | $365,209 | $198,457+84.0% | $170,435+114.3% | $147,586+147.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 1.81% | 257.30%-255.5pp | 205.94%-204.1pp | 578.59%-576.8pp |
| Employer contribution / active EE | $2,396 | $6,183-61.3% | $5,432-55.9% | $4,876-50.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,260 | $16,852+20.2% | $13,881+46.0% | $10,886+86.1% |